Charter Oak Capital Management, LLC - 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
Charter Oak Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$273,000
-13.3%
3,071
-3.4%
0.04%
-5.1%
Q1 2022$315,000
-1.9%
3,178
+0.0%
0.04%
+5.4%
Q4 2021$321,000
+3.2%
3,177
-4.1%
0.04%
-5.1%
Q3 2021$311,000
-14.3%
3,314
-11.2%
0.04%
-17.0%
Q2 2021$363,000
+0.6%
3,730
-2.5%
0.05%
-7.8%
Q1 2021$361,000
+1.7%
3,825
-9.8%
0.05%
-5.6%
Q4 2020$355,0004,2400.05%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders