Stonebridge Financial Planning Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$166,000
-14.4%
1,700
-14.1%
0.09%
-8.4%
Q3 2021$194,000
-9.3%
1,980
-9.2%
0.10%
-15.9%
Q2 2021$214,000
-5.7%
2,180
-8.4%
0.11%
-15.0%
Q1 2021$227,000
+9.1%
2,380
-4.0%
0.13%
+0.8%
Q4 2020$208,000
-16.5%
2,480
-22.0%
0.13%
-26.3%
Q3 2020$249,000
-22.9%
3,180
-27.0%
0.18%
-34.9%
Q2 2020$323,000
+1.9%
4,355
-4.4%
0.28%
-13.0%
Q1 2020$317,000
-35.4%
4,555
-14.1%
0.32%
-28.8%
Q4 2019$491,0005,3050.44%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Noble Family Wealth, LLC 84,555$7,522,2252.54%
Jaffetilchin Investment Partners, LLC 85,960$7,647,2390.84%
WealthBridge Capital Management, LLC 20,935$1,862,3920.77%
White Pine Investment CO 20,475$1,8220.64%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 27,975$2,488,7260.49%
Westside Investment Management, Inc. 18,225$1,621,3480.47%
Traverso Chambers Private Wealth Management, LLC 16,491$1,467,0940.39%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$436,0050.38%
Well Done, LLC 18,285$1,626,6810.36%
View complete list of WISDOMTREE TR shareholders