Founders Financial Alliance, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$13,522
-4.9%
1520.0%0.01%0.0%
Q2 2023$14,218
+1.9%
1520.0%0.01%0.0%
Q4 2022$13,954
+16.3%
1520.0%0.01%0.0%
Q3 2022$12,000
-7.7%
1520.0%0.01%
-14.3%
Q2 2022$13,000
-13.3%
1520.0%0.01%0.0%
Q1 2022$15,0000.0%1520.0%0.01%
+16.7%
Q4 2021$15,0001520.01%
Other shareholders
WISDOMTREE TR shareholders Q4 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