BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 100 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$55,106
+1.5%
5800.0%0.00%
Q2 2023$54,300
+1.4%
5800.0%0.00%
Q4 2022$53,572
-2.6%
580
-6.6%
0.00%
Q3 2022$55,000
-3.5%
621
+7.1%
0.00%
Q2 2022$57,000
-1.7%
5800.0%0.00%
Q1 2022$58,000
-10.8%
580
-9.4%
0.00%
Q4 2021$65,000
-36.3%
640
-38.2%
0.00%
Q3 2021$102,000
+61.9%
1,036
+61.9%
0.00%
Q2 2021$63,000
+3.3%
6400.0%0.00%
Q1 2021$61,000
+3.4%
640
-7.2%
0.00%
Q4 2020$59,000
+156.5%
690
+133.9%
0.00%
Q3 2020$23,000
+9.5%
2950.0%0.00%
Q2 2020$21,000
-61.1%
295
-50.8%
0.00%
Q3 2018$54,000
+3.8%
6000.0%0.00%
Q2 2018$52,000
+2.0%
6000.0%0.00%
Q1 2018$51,000
-36.2%
600
-33.3%
0.00%
Q4 2017$80,000
+5.3%
9000.0%0.00%
Q3 2017$76,000
+2.7%
9000.0%0.00%
Q2 2017$74,000
+289.5%
900
+260.0%
0.00%
Q2 2016$19,000
-45.7%
250
-47.9%
0.00%
Q3 2014$35,0000.0%4800.0%0.00%
Q2 2014$35,000
+2.9%
4800.0%0.00%
Q1 2014$34,000
+3.0%
4800.0%0.00%
Q4 2013$33,000
+6.5%
4800.0%0.00%
Q3 2013$31,000
+3.3%
4800.0%0.00%
Q2 2013$30,0004800.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2013
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