Valeo Financial Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 134,963$8,717,0002.24%
Lowe Wealth Advisors, LLC 45,238$2,922,0002.06%
Jaffetilchin Investment Partners, LLC 84,752$5,474,0001.93%
Blue Sky Asset Management, LLC 61,096$3,946,0001.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 74,615$4,819,0001.58%
WealthBridge Capital Management, LLC 22,107$1,428,0000.99%
White Pine Investment CO 21,375$1,381,0000.79%
Well Done, LLC 38,490$2,486,0000.75%
CAHILL FINANCIAL ADVISORS INC 22,773$1,471,0000.68%
Garrison Asset Management, LLC 14,033$906,0000.61%
View complete list of WISDOMTREE TR shareholders