Foresight 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
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 Q4 2020
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders