Financial Advocates Investment Management - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$683,000
+150.2%
1,645
-43.0%
0.06%
+194.7%
Q1 2021$273,000
-11.1%
2,886
-41.6%
0.02%
-9.5%
Q4 2020$307,000
+30.1%
4,943
+57.8%
0.02%
+5.0%
Q3 2020$236,000
+10.3%
3,132
+2.4%
0.02%0.0%
Q2 2020$214,000
+4.9%
3,059
-2.8%
0.02%
-31.0%
Q1 2020$204,000
-33.3%
3,148
-4.8%
0.03%
-12.1%
Q4 2019$306,000
+7.4%
3,308
+1.4%
0.03%0.0%
Q3 2019$285,000
-17.2%
3,262
-18.8%
0.03%
-17.5%
Q2 2019$344,000
+1.2%
4,015
+0.8%
0.04%
-4.8%
Q1 2019$340,000
+11.5%
3,982
+0.5%
0.04%0.0%
Q4 2018$305,000
-18.0%
3,963
-3.7%
0.04%0.0%
Q3 2018$372,000
+5.4%
4,116
+0.9%
0.04%
-2.3%
Q2 2018$353,000
+3.5%
4,081
+1.0%
0.04%
-2.3%
Q1 2018$341,000
-2.8%
4,039
+1.8%
0.04%
-8.3%
Q4 2017$351,0003,9690.05%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders