BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.

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 Q3 2016
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 134,963$8,717,0002.24%
Lowe Wealth Advisors, LLC 45,238$2,922,0002.06%
Jaffetilchin Investment Partners, LLC 84,752$5,474,0001.93%
Blue Sky Asset Management, LLC 61,096$3,946,0001.59%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 74,615$4,819,0001.58%
WealthBridge Capital Management, LLC 22,107$1,428,0000.99%
White Pine Investment CO 21,375$1,381,0000.79%
Well Done, LLC 38,490$2,486,0000.75%
CAHILL FINANCIAL ADVISORS INC 22,773$1,471,0000.68%
Garrison Asset Management, LLC 14,033$906,0000.61%
View complete list of WISDOMTREE TR shareholders