American Portfolios Advisors - 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
American Portfolios Advisors ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$354,734
-8.0%
4,346
+0.0%
0.02%
-6.2%
Q2 2022$385,512
-20.8%
4,344
-11.6%
0.02%
-5.9%
Q1 2022$486,702
-3.4%
4,913
-1.4%
0.02%0.0%
Q4 2021$503,892
+3.8%
4,983
-3.5%
0.02%
-5.6%
Q3 2021$485,366
-5.3%
5,165
-2.0%
0.02%
-10.0%
Q2 2021$512,782
-1.2%
5,273
-4.2%
0.02%
-13.0%
Q1 2021$519,122
+18.2%
5,505
+4.9%
0.02%
+4.5%
Q4 2020$439,326
+5.2%
5,247
-5.2%
0.02%
-8.3%
Q3 2020$417,534
+0.0%
5,536
-2.2%
0.02%
-11.1%
Q2 2020$417,416
+14.5%
5,661
+0.3%
0.03%
-10.0%
Q1 2020$364,570
-39.5%
5,644
-13.3%
0.03%
-30.2%
Q4 2019$602,413
+5.8%
6,5130.0%0.04%
-8.5%
Q3 2019$569,407
+1.5%
6,513
-0.4%
0.05%0.0%
Q2 2019$560,951
-5.3%
6,540
-5.6%
0.05%
-16.1%
Q1 2019$592,269
+18.1%
6,928
+6.3%
0.06%
-9.7%
Q4 2018$501,493
-28.9%
6,515
-16.5%
0.06%
-23.5%
Q3 2018$705,621
+0.3%
7,803
-3.6%
0.08%
-15.6%
Q2 2018$703,470
+4.3%
8,096
+1.5%
0.10%
-4.0%
Q1 2018$674,605
-7.7%
7,980
-3.5%
0.10%
-13.8%
Q4 2017$730,8058,2680.12%
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