Guardian Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Guardian Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$104,618
-11.4%
1,176
-6.8%
0.10%
-9.3%
Q2 2023$118,019
-7.6%
1,262
-9.4%
0.11%
-12.2%
Q1 2023$127,709
-16.9%
1,393
-16.8%
0.12%
-18.5%
Q4 2022$153,643
+13.0%
1,674
+0.2%
0.15%
-1.9%
Q3 2022$136,000
-8.1%
1,670
-0.1%
0.15%
-3.1%
Q2 2022$148,000
-10.3%
1,672
+0.2%
0.16%
-3.0%
Q1 2022$165,000
-2.4%
1,668
+0.1%
0.16%
+0.6%
Q4 2021$169,0001,6660.16%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 75,878$7,379,0001.16%
Jaffetilchin Investment Partners, LLC 165,586$14,983,0001.03%
White Pine Investment CO 26,295$2,557,0000.88%
WealthBridge Capital Management, LLC 22,756$2,213,0000.80%
Garrison Asset Management, LLC 9,953$968,0000.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30,925$3,007,0000.58%
Traverso Chambers Private Wealth Management, LLC 16,708$1,625,0000.51%
CAHILL FINANCIAL ADVISORS INC 22,380$2,176,0000.49%
Well Done, LLC 21,807$2,121,0000.47%
Ahrens Investment Partners LLC 8,817$857,0000.40%
View complete list of WISDOMTREE TR shareholders