Apollon 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 Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Apollon Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,373,961
-5.1%
15,444
-0.2%
0.07%
-1.4%
Q2 2023$1,447,823
+2.4%
15,478
+0.4%
0.07%
-19.5%
Q1 2023$1,413,650
-0.5%
15,423
-0.4%
0.09%
-13.9%
Q4 2022$1,421,391
+12.1%
15,483
-0.3%
0.10%
-2.9%
Q3 2022$1,268,000
-9.6%
15,533
-1.8%
0.10%
-11.1%
Q2 2022$1,403,000
-12.3%
15,815
-2.0%
0.12%
+2.6%
Q1 2022$1,599,000
-9.5%
16,140
-7.6%
0.11%
-13.6%
Q4 2021$1,766,00017,4640.13%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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