Baron Financial Group, 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 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 ↓
Noble Family Wealth, LLC 84,480$8,101,9202.45%
Jaffetilchin Investment Partners, LLC 86,515$8,297,0850.81%
ROBINSON SMITH WEALTH ADVISORS LLC 7,970$764,2970.75%
WealthBridge Capital Management, LLC 20,705$1,985,6860.74%
White Pine Investment CO 20,358$1,9520.63%
Salomon & Ludwin, LLC 63,594$5,657,4810.59%
Westside Investment Management, Inc. 17,932$1,719,8320.44%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 23,730$2,275,7880.41%
Traverso Chambers Private Wealth Management, LLC 16,326$1,565,7240.38%
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. 4,901$470,0230.36%
View complete list of WISDOMTREE TR shareholders