Guardian Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q1 2022. 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 Q1 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