Kestra Advisory Services, 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
Kestra Advisory Services, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$396,506
-4.2%
4,457
+0.7%
0.00%0.0%
Q2 2023$413,924
-3.8%
4,425
-5.7%
0.00%
-20.0%
Q1 2023$430,247
-31.3%
4,694
-31.2%
0.01%
-16.7%
Q4 2022$626,292
-99.9%
6,822
-54.2%
0.01%
-14.3%
Q3 2022$608,608,000
+85861.6%
14,904
+86.7%
0.01%0.0%
Q2 2022$708,000
-13.6%
7,982
-3.4%
0.01%
-22.2%
Q1 2022$819,000
-8.7%
8,264
-6.9%
0.01%0.0%
Q4 2021$897,000
+6.8%
8,874
-0.8%
0.01%
+12.5%
Q3 2021$840,000
-34.2%
8,943
-31.8%
0.01%
-42.9%
Q2 2021$1,276,000
+31.7%
13,122
+27.7%
0.01%
+16.7%
Q1 2021$969,000
-12.0%
10,272
-22.3%
0.01%
-7.7%
Q4 2020$1,101,000
-99.9%
13,224
+10.3%
0.01%
-23.5%
Q3 2020$904,000,00011,9910.02%
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