BELLEVUE ASSET MANAGEMENT, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$121,433
-9.3%
1,365
-4.6%
0.08%
-2.4%
Q2 2023$133,858
+2.1%
1,4310.0%0.08%
-5.6%
Q1 2023$131,165
-6.0%
1,431
-6.5%
0.09%
-17.6%
Q4 2022$139,535
-1.0%
1,531
-9.4%
0.11%
-1.8%
Q3 2022$141,000
-7.8%
1,690
-1.5%
0.11%
-0.9%
Q2 2022$153,000
-22.3%
1,716
-12.9%
0.11%
-8.3%
Q1 2022$197,000
-3.4%
1,970
-2.6%
0.12%
+0.8%
Q4 2021$204,000
+5.7%
2,022
-1.0%
0.12%
+1.7%
Q3 2021$193,000
-6.3%
2,043
-3.5%
0.12%
-6.3%
Q2 2021$206,000
-5.1%
2,117
-8.1%
0.13%
-6.7%
Q1 2021$217,000
+7.4%
2,304
-1.8%
0.14%
+8.9%
Q4 2020$202,0000.0%2,346
-12.5%
0.12%
-12.1%
Q3 2020$202,000
-8.6%
2,680
-10.6%
0.14%
-37.9%
Q2 2020$221,000
+2.3%
2,998
-1.5%
0.23%
+1.3%
Q1 2020$216,000
-27.0%
3,044
-5.0%
0.22%
-1.8%
Q4 2019$296,0003,2050.23%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders