Traverso Chambers Private Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Traverso Chambers Private Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,467,094
-4.9%
16,491
+0.0%
0.39%
-3.2%
Q2 2023$1,542,052
+2.1%
16,485
+0.0%
0.40%
-2.2%
Q1 2023$1,510,606
-0.1%
16,481
+0.0%
0.41%
-4.8%
Q4 2022$1,512,667
+12.5%
16,477
+0.0%
0.44%
+5.6%
Q3 2022$1,345,000
-7.9%
16,472
+0.0%
0.41%
-15.6%
Q2 2022$1,461,000
-10.4%
16,467
+0.0%
0.49%
+0.4%
Q1 2022$1,631,000
-2.0%
16,463
+0.0%
0.49%
-1.6%
Q4 2021$1,665,000
+7.7%
16,461
+0.0%
0.49%
+2.7%
Q3 2021$1,546,000
-4.9%
16,454
-1.5%
0.48%
-6.1%
Q2 2021$1,625,000
+3.2%
16,708
+0.0%
0.51%
-3.6%
Q1 2021$1,575,000
+12.7%
16,702
+0.0%
0.53%
+5.8%
Q4 2020$1,398,000
+6.6%
16,699
-4.0%
0.50%
-1.0%
Q3 2020$1,312,000
-4.4%
17,391
-6.6%
0.51%
-12.0%
Q2 2020$1,373,000
+8.2%
18,629
-5.2%
0.58%
-3.7%
Q1 2020$1,269,000
-32.1%
19,652
-2.7%
0.60%
-24.7%
Q4 2019$1,868,000
+6.9%
20,196
+1.0%
0.79%
-4.9%
Q3 2019$1,748,000
-10.6%
19,994
-11.8%
0.84%
-12.6%
Q2 2019$1,955,000
+0.7%
22,667
-0.2%
0.96%
+0.3%
Q1 2019$1,942,000
+9.3%
22,713
-1.6%
0.95%
-0.8%
Q4 2018$1,777,00023,0780.96%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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