TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 122 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$64,000
-7.2%
780
+0.3%
0.04%0.0%
Q2 2022$69,000
-10.4%
778
+0.1%
0.04%
-5.3%
Q1 2022$77,000
-2.5%
7770.0%0.04%0.0%
Q4 2021$79,000
+8.2%
777
+0.3%
0.04%
-2.6%
Q3 2021$73,000
-2.7%
775
+0.1%
0.04%
-7.1%
Q2 2021$75,000
+2.7%
774
+0.1%
0.04%
-6.7%
Q1 2021$73,000
+12.3%
773
+0.1%
0.04%
+4.7%
Q4 2020$65,000
+12.1%
772
+0.3%
0.04%
-8.5%
Q3 2020$58,000
+1.8%
770
-0.4%
0.05%
+2.2%
Q2 2020$57,000
+14.0%
773
+0.1%
0.05%
-9.8%
Q1 2020$50,000
-29.6%
772
+0.3%
0.05%
-10.5%
Q4 2019$71,0007700.06%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
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