Apollon Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 140 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
Q2 2024$1,544,529
-2.5%
15,476
-0.6%
0.05%
-6.0%
Q1 2024$1,584,844
+6.0%
15,571
-0.1%
0.05%
-3.8%
Q4 2023$1,494,777
+8.8%
15,586
+0.9%
0.05%
-24.6%
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 ↓
Noble Family Wealth, LLC 84,480$8,101,9202.45%
Jaffetilchin Investment Partners, LLC 86,515$8,297,0850.81%
ROBINSON SMITH WEALTH ADVISORS LLC 7,970$764,2970.75%
WealthBridge Capital Management, LLC 20,705$1,985,6860.74%
White Pine Investment CO 20,358$1,9520.63%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Westside Investment Management, Inc. 17,932$1,719,8320.44%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,730$2,275,7880.41%
Traverso Chambers Private Wealth Management, LLC 16,326$1,565,7240.38%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$470,0230.36%
View complete list of WISDOMTREE TR shareholders