Lucia Wealth Services, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 128 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lucia Wealth Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2018$823,000
-17.6%
10,689
-3.3%
0.39%
+24.4%
Q3 2018$999,000
+2.8%
11,049
-1.2%
0.31%
-26.8%
Q2 2018$972,000
+3.7%
11,187
+0.9%
0.42%
+39.8%
Q1 2018$937,000
+217.6%
11,085
+231.8%
0.30%
+132.1%
Q4 2017$295,0003,3410.13%
Other shareholders
WISDOMTREE TR shareholders Q2 2018
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders