MERCER GLOBAL ADVISORS INC /ADV - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
MERCER GLOBAL ADVISORS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$2,283
-5.9%
25,659
-1.1%
0.01%
-10.0%
Q2 2023$2,426
-16.1%
25,936
-17.7%
0.01%
-23.1%
Q1 2023$2,890
-3.5%
31,533
-3.4%
0.01%
-13.3%
Q4 2022$2,996
-99.9%
32,635
-0.1%
0.02%
-6.2%
Q3 2022$2,667,000
-25.0%
32,678
-18.4%
0.02%
-27.3%
Q2 2022$3,554,000
-8.0%
40,047
+2.7%
0.02%
-4.3%
Q1 2022$3,861,000
-10.9%
38,976
-9.0%
0.02%
-14.8%
Q4 2021$4,331,000
+7.0%
42,828
-0.5%
0.03%
-3.6%
Q3 2021$4,047,000
-70.4%
43,060
-69.4%
0.03%
-73.3%
Q2 2021$13,690,000
+0.1%
140,777
-2.9%
0.10%
-15.3%
Q1 2021$13,677,000
+11.4%
145,033
-1.1%
0.12%
-19.0%
Q4 2020$12,281,000
+10.2%
146,680
-0.8%
0.15%
-8.9%
Q3 2020$11,147,000
+2.9%
147,800
+0.6%
0.17%
-14.7%
Q2 2020$10,835,000
+12.6%
146,953
-1.4%
0.20%
-7.1%
Q1 2020$9,623,000
-29.9%
148,989
+0.3%
0.21%
-22.6%
Q4 2019$13,736,000
+4.7%
148,501
-1.1%
0.27%
-11.3%
Q3 2019$13,124,000
+1.0%
150,106
-0.9%
0.31%
-10.2%
Q2 2019$12,992,000
-20.3%
151,474
-21.4%
0.34%
-1.7%
Q1 2019$16,307,000192,8120.35%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 68,266$5,836,0003.54%
Trilogy Capital Inc. 279,769$23,917,0002.85%
Salomon & Ludwin, LLC 139,610$11,935,0002.46%
Smart Money Group LLC 31,547$2,697,0002.36%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 78,100$6,677,0001.94%
Jaffetilchin Investment Partners, LLC 85,232$7,286,0001.62%
StrategIQ Financial Group, LLC 52,014$4,447,0001.37%
Ruggie Capital Group 11,280$964,0001.14%
Traverso Chambers Private Wealth Management, LLC 22,713$1,942,0000.95%
Well Done, LLC 40,288$3,444,0000.85%
View complete list of WISDOMTREE TR shareholders