MTM Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
MTM Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$4,448
-95.8%
50
-95.6%
0.00%
-96.1%
Q2 2023$105,329
+2.1%
1,1260.0%0.05%
-3.8%
Q1 2023$103,209
-0.2%
1,1260.0%0.05%
-1.9%
Q4 2022$103,372
+12.4%
1,1260.0%0.05%
+3.8%
Q3 2022$92,000
-8.9%
1,1260.0%0.05%
-5.5%
Q2 2022$101,000
-9.8%
1,1260.0%0.06%
+1.9%
Q1 2022$112,000
-1.8%
1,1260.0%0.05%0.0%
Q4 2021$114,000
-14.9%
1,126
-21.3%
0.05%
-26.0%
Q3 2021$134,000
-3.6%
1,4310.0%0.07%0.0%
Q2 2021$139,000
+3.0%
1,4310.0%0.07%
-3.9%
Q1 2021$135,000
+12.5%
1,4310.0%0.08%
+2.7%
Q4 2020$120,0001,4310.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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