Valeo Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 134 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valeo Financial Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2021$43,000
+13.2%
457
+0.4%
0.00%0.0%
Q4 2020$38,000
+11.8%
455
+1.1%
0.00%
-33.3%
Q3 2020$34,000
+3.0%
4500.0%0.00%0.0%
Q2 2020$33,000
+3.1%
4500.0%0.00%0.0%
Q1 2020$32,000
-23.8%
4500.0%0.00%
-25.0%
Q4 2019$42,000
+7.7%
4500.0%0.00%0.0%
Q3 2019$39,0000.0%4500.0%0.00%0.0%
Q2 2019$39,000
+2.6%
4500.0%0.00%
-20.0%
Q1 2019$38,000
+8.6%
4500.0%0.01%0.0%
Q4 2018$35,000
-7.9%
4500.0%0.01%0.0%
Q3 2018$38,000
-5.0%
4500.0%0.01%
-16.7%
Q2 2018$40,000
+5.3%
4500.0%0.01%0.0%
Q1 2018$38,0004500.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,480$8,101,9202.45%
Jaffetilchin Investment Partners, LLC 86,515$8,297,0850.81%
ROBINSON SMITH WEALTH ADVISORS LLC 7,970$764,2970.75%
WealthBridge Capital Management, LLC 20,705$1,985,6860.74%
White Pine Investment CO 20,358$1,9520.63%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Westside Investment Management, Inc. 17,932$1,719,8320.44%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,730$2,275,7880.41%
Traverso Chambers Private Wealth Management, LLC 16,326$1,565,7240.38%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$470,0230.36%
View complete list of WISDOMTREE TR shareholders