AE Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AE Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$203,000
-13.6%
2,291
-3.6%
0.00%0.0%
Q1 2022$235,000
+15.8%
2,376
+18.4%
0.00%
+100.0%
Q4 2021$203,000
-15.1%
2,007
-18.2%
0.00%
-50.0%
Q2 2021$239,000
-79.8%
2,454
-84.3%
0.00%
-88.2%
Q3 2020$1,182,000
-52.2%
15,669
-53.3%
0.02%
-55.3%
Q2 2020$2,471,000
+47.5%
33,518
+29.3%
0.04%0.0%
Q1 2020$1,675,000
-90.4%
25,931
-86.3%
0.04%
-90.0%
Q4 2019$17,535,000
+82.9%
189,565
+72.9%
0.38%
+37.5%
Q3 2019$9,586,000109,6410.28%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders