Perfromance Wealth Partners, 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
Perfromance Wealth Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$302,473
-4.4%
3,4000.0%0.02%0.0%
Q2 2023$316,477
+1.6%
3,4000.0%0.02%
-6.2%
Q1 2023$311,644
-0.2%
3,4000.0%0.02%
-15.8%
Q4 2022$312,136
+12.3%
3,4000.0%0.02%
+18.8%
Q3 2022$278,000
-7.9%
3,4000.0%0.02%
-5.9%
Q2 2022$302,000
-10.4%
3,4000.0%0.02%
+13.3%
Q1 2022$337,000
-2.0%
3,4000.0%0.02%
+7.1%
Q4 2021$344,0003,4000.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders