Advisory Resource Group - 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
Advisory Resource Group ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$201,000
-6.1%
2,029
-6.3%
0.06%
-11.3%
Q4 2021$214,000
+4.9%
2,166
+0.0%
0.07%
-5.3%
Q3 2021$204,000
-3.3%
2,1650.0%0.08%
-10.7%
Q2 2021$211,000
+1.4%
2,165
-1.6%
0.08%
-13.4%
Q1 2021$208,000
-68.0%
2,201
-78.2%
0.10%
-80.5%
Q1 2020$651,000
-21.2%
10,078
+12.9%
0.50%
+7.1%
Q4 2019$826,000
+4.3%
8,926
-1.5%
0.46%
+9.4%
Q3 2019$792,0000.0%9,059
-1.9%
0.42%
-2.1%
Q2 2019$792,000
-4.2%
9,235
-5.8%
0.43%
-5.9%
Q1 2019$827,000
+28.0%
9,802
+16.9%
0.46%
+16.4%
Q4 2018$646,0008,3860.40%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders