Graves Light Lenhart Wealth, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$331,540
-6.1%
3,7760.0%0.04%
-6.2%
Q2 2023$353,215
+2.1%
3,7760.0%0.05%
-11.1%
Q1 2023$346,108
-0.2%
3,7760.0%0.05%
+1.9%
Q4 2022$346,655
+12.6%
3,7760.0%0.05%
+3.9%
Q3 2022$308,000
-8.1%
3,7760.0%0.05%0.0%
Q2 2022$335,000
-11.1%
3,776
-0.8%
0.05%
-3.8%
Q1 2022$377,000
-2.1%
3,8070.0%0.05%
-3.6%
Q4 2021$385,000
+7.5%
3,8070.0%0.06%
-3.5%
Q3 2021$358,000
-3.2%
3,8070.0%0.06%
-3.4%
Q2 2021$370,000
+3.1%
3,8070.0%0.06%
-4.8%
Q1 2021$359,000
+11.1%
3,807
-1.4%
0.06%
+3.3%
Q4 2020$323,000
+11.0%
3,8630.0%0.06%
-6.2%
Q3 2020$291,000
-7.3%
3,863
-9.4%
0.06%
-13.5%
Q2 2020$314,000
+1.9%
4,263
-10.5%
0.07%
-10.8%
Q1 2020$308,000
-30.2%
4,7630.0%0.08%
-10.8%
Q4 2019$441,000
+5.5%
4,7630.0%0.09%
+1.1%
Q3 2019$418,000
+2.2%
4,7630.0%0.09%
-4.2%
Q2 2019$409,000
+0.5%
4,7630.0%0.10%
-5.0%
Q1 2019$407,000
+53.0%
4,763
+37.7%
0.10%
+29.5%
Q4 2018$266,0003,4590.08%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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