Glass Jacobson Investment Advisors llc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.

Quarter-by-quarter ownership
Glass Jacobson Investment Advisors llc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2023$95,904
+7.8%
1,0000.0%0.04%
-4.9%
Q3 2023$88,963
-4.9%
1,0000.0%0.04%
-4.7%
Q2 2023$93,543
+1.9%
1,0000.0%0.04%
-4.4%
Q4 2022$91,8051,0000.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 69,058$5,316,0003.63%
Smart Money Group LLC 42,175$3,247,0003.36%
Salomon & Ludwin, LLC 140,846$10,842,0002.50%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 79,200$6,097,0001.96%
Jaffetilchin Investment Partners, LLC 84,766$6,525,0001.63%
Trilogy Capital Inc. 133,744$10,296,0001.38%
StrategIQ Financial Group, LLC 45,013$3,465,0001.19%
Traverso Chambers Private Wealth Management, LLC 23,078$1,777,0000.96%
Nadler Financial Group, Inc. 35,653$2,745,0000.90%
CAHILL FINANCIAL ADVISORS INC 22,922$1,765,0000.88%
View complete list of WISDOMTREE TR shareholders