Sculati Wealth 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
Sculati Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$217,876
+99843.1%
2,3770.0%0.12%
-4.9%
Q4 2022$218
-99.9%
2,3770.0%0.12%
+1.7%
Q2 2022$211,000
-37.4%
2,377
-30.0%
0.12%
-27.3%
Q1 2022$337,000
+10.1%
3,397
+12.2%
0.16%
+11.5%
Q4 2021$306,000
+31.9%
3,027
+22.7%
0.15%
+20.3%
Q3 2021$232,000
-3.3%
2,4670.0%0.12%
-3.1%
Q2 2021$240,000
+3.4%
2,467
+0.2%
0.13%
-5.2%
Q1 2021$232,000
+12.6%
2,4620.0%0.13%
-0.7%
Q4 2020$206,000
-3.3%
2,462
+6.8%
0.14%
-29.3%
Q4 2019$213,0002,3060.19%
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