Red Door Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Red Door Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$147,000
+31.2%
1,5200.0%0.06%
-30.5%
Q2 2020$112,000
+14.3%
1,5200.0%0.08%
-11.8%
Q1 2020$98,0001,5200.09%
Other shareholders
WISDOMTREE TR shareholders Q2 2020
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