SAX WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 114 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SAX WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$205,297
-1.9%
2,0570.0%0.02%
-16.7%
Q1 2024$209,371
+2.6%
2,0570.0%0.02%
-51.0%
Q1 2022$204,000
-1.9%
2,057
+0.2%
0.05%
+14.0%
Q4 2021$208,0002,0520.04%
Other shareholders
WISDOMTREE TR shareholders Q2 2024
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 72,575$5,991,0003.94%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 94,517$7,802,0002.75%
Jacobus Wealth Management, Inc. 79,272$6,544,0001.83%
Well Done, LLC 58,768$4,851,0001.72%
Jaffetilchin Investment Partners, LLC 80,979$6,685,0001.70%
CAHILL FINANCIAL ADVISORS INC 31,777$2,624,0001.52%
Nadler Financial Group, Inc. 46,265$3,819,0001.33%
SHINE INVESTMENT ADVISORY SERVICES INC 15,646$1,292,0000.85%
Garrison Asset Management, LLC 16,879$1,393,0000.82%
McKinley Carter Wealth Services, Inc. 21,386$1,765,0000.82%
View complete list of WISDOMTREE TR shareholders