Geneos Wealth Management Inc. - 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
Geneos Wealth Management Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$22,000
-8.3%
2500.0%0.00%0.0%
Q1 2022$24,000
-4.0%
2500.0%0.00%0.0%
Q4 2021$25,000
+8.7%
2500.0%0.00%0.0%
Q3 2021$23,000
-4.2%
2500.0%0.00%0.0%
Q2 2021$24,0000.0%2500.0%0.00%0.0%
Q1 2021$24,000
+4.3%
2500.0%0.00%0.0%
Q4 2020$23,000
+27.8%
2500.0%0.00%0.0%
Q3 2020$18,000
+5.9%
2500.0%0.00%0.0%
Q2 2020$17,000
+13.3%
2500.0%0.00%0.0%
Q1 2020$15,000
-34.8%
2500.0%0.00%0.0%
Q4 2019$23,000
+9.5%
2500.0%0.00%0.0%
Q3 2019$21,0000.0%2500.0%0.00%0.0%
Q2 2019$21,0000.0%2500.0%0.00%0.0%
Q1 2019$21,000
+10.5%
2500.0%0.00%0.0%
Q4 2018$19,000
-13.6%
2500.0%0.00%0.0%
Q3 2018$22,000
+4.8%
2500.0%0.00%
-50.0%
Q2 2018$21,0000.0%2500.0%0.00%0.0%
Q1 2018$21,000
-4.5%
2500.0%0.00%0.0%
Q4 2017$22,000
+4.8%
2500.0%0.00%0.0%
Q3 2017$21,000
+5.0%
2500.0%0.00%0.0%
Q2 2017$20,0000.0%2500.0%0.00%0.0%
Q1 2017$20,0000.0%2500.0%0.00%
-33.3%
Q4 2016$20,000
+5.3%
2500.0%0.00%0.0%
Q3 2016$19,0000.0%2500.0%0.00%0.0%
Q2 2016$19,000
+5.6%
2500.0%0.00%0.0%
Q1 2016$18,0002500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders