Noble Family Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 112 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.

Quarter-by-quarter ownership
Noble Family Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$7,522,225
-4.9%
84,5550.0%2.54%
-1.4%
Q2 2023$7,909,461
+1.9%
84,555
-0.1%
2.57%
-2.8%
Q1 2023$7,758,37884,6432.65%
Other shareholders
WISDOMTREE TR shareholders Q2 2023
NameSharesValueWeighting ↓
Trilogy Capital Inc. 424,216$36,517,0003.89%
Financial Gravity Asset Management, Inc. 45,993$4,021,0003.46%
Lowe Wealth Advisors, LLC 62,538$5,468,0003.27%
Salomon & Ludwin, LLC 135,264$11,827,0002.39%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 77,915$6,812,0001.86%
Jaffetilchin Investment Partners, LLC 85,278$7,456,0001.78%
Smart Money Group LLC 22,786$1,992,0001.60%
StrategIQ Financial Group, LLC 58,646$5,128,0001.45%
Ruggie Capital Group 11,280$986,0001.31%
Well Done, LLC 88,096$7,702,0000.93%
View complete list of WISDOMTREE TR shareholders