Key FInancial 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
Key FInancial Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$200,524
-7.0%
2,254
-2.3%
0.07%
-4.2%
Q2 2023$215,711
+2.1%
2,306
+0.0%
0.07%
-7.8%
Q1 2023$211,302
+9.5%
2,305
-2.5%
0.08%
-15.4%
Q4 2022$192,962
-0.0%
2,3640.0%0.09%0.0%
Q3 2022$193,000
-9.0%
2,364
+0.0%
0.09%
-20.9%
Q2 2022$212,000
-9.4%
2,363
+0.1%
0.12%
-0.9%
Q1 2022$234,000
-2.1%
2,3610.0%0.12%
-3.3%
Q4 2021$239,000
+7.7%
2,361
+0.0%
0.12%
-4.8%
Q3 2021$222,000
-3.1%
2,360
+0.0%
0.13%
-1.6%
Q2 2021$229,000
+0.9%
2,359
-1.8%
0.13%
-14.7%
Q1 2021$227,000
+12.9%
2,4030.0%0.15%0.0%
Q4 2020$201,000
+26.4%
2,403
-1.3%
0.15%
-8.0%
Q1 2020$159,000
-29.3%
2,435
+0.1%
0.16%
-22.7%
Q4 2019$225,0002,4330.21%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
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