Foresight Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Foresight Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2020$415,000
+11.0%
4,9600.0%0.11%
-12.0%
Q3 2020$374,000
+2.2%
4,9600.0%0.12%
-25.1%
Q2 2020$366,000
+14.4%
4,9600.0%0.17%
-24.1%
Q1 2020$320,000
-30.3%
4,9600.0%0.22%
-22.3%
Q4 2019$459,000
+5.8%
4,9600.0%0.28%
-9.6%
Q3 2019$434,000
+2.1%
4,9600.0%0.31%
-2.5%
Q2 2019$425,0004,9600.32%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
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