Baron Financial Group, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 122 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Baron Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$29,678,000
+8.7%
293
+0.7%
0.02%0.0%
Q3 2021$27,312,000
-2.6%
291
+1.0%
0.02%0.0%
Q2 2021$28,040,000
+3.9%
288
+0.7%
0.02%
-10.5%
Q1 2021$26,975,000
+13.0%
286
+0.4%
0.02%0.0%
Q4 2020$23,870,000
+12.3%
285
+1.1%
0.02%
-5.0%
Q3 2020$21,254,0002820.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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