WealthShield Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 133 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
WealthShield Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,189
-4.9%
580.0%0.00%0.0%
Q2 2023$5,456
+2.1%
580.0%0.00%0.0%
Q1 2023$5,346
-68.6%
58
-66.9%
0.00%
-66.7%
Q2 2021$17,0000.0%1750.0%0.00%0.0%
Q1 2021$17,000
+6.2%
1750.0%0.00%
-62.5%
Q4 2019$16,000
+6.7%
1750.0%0.01%0.0%
Q3 2019$15,0000.0%1750.0%0.01%0.0%
Q1 2019$15,000
+15.4%
1750.0%0.01%
-11.1%
Q4 2018$13,000
-18.8%
1750.0%0.01%0.0%
Q3 2018$16,000
+6.7%
1750.0%0.01%0.0%
Q2 2018$15,0001750.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2019
NameSharesValueWeighting ↓
OLD DOMINION CAPITAL MANAGEMENT INC 145,958$10,259,00012.96%
Lowe Wealth Advisors, LLC 75,250$5,289,0003.60%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 100,192$7,043,0003.17%
CAHILL FINANCIAL ADVISORS INC 36,336$2,555,0002.09%
Jacobus Wealth Management, Inc. 103,267$7,259,0002.08%
Nadler Financial Group, Inc. 60,630$4,262,0001.92%
Jaffetilchin Investment Partners, LLC 77,784$5,467,0001.77%
Well Done, LLC 62,960$4,425,0001.56%
StrategIQ Financial Group, LLC 18,924$1,330,0001.36%
Twele Capital Management, Inc. 56,195$3,950,0001.20%
View complete list of WISDOMTREE TR shareholders