WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 129 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $210,000 | -26.3% | 2,232 | -34.4% | 0.01% | -26.3% |
Q4 2020 | $285,000 | -42.2% | 3,404 | -48.0% | 0.02% | -48.6% |
Q3 2020 | $493,000 | -11.8% | 6,542 | -13.6% | 0.04% | -17.8% |
Q2 2020 | $559,000 | +7.9% | 7,575 | -5.6% | 0.04% | -8.2% |
Q1 2020 | $518,000 | -30.5% | 8,022 | -0.3% | 0.05% | -27.9% |
Q4 2019 | $745,000 | +5.8% | 8,050 | 0.0% | 0.07% | +3.0% |
Q3 2019 | $704,000 | +2.0% | 8,050 | 0.0% | 0.07% | -7.0% |
Q2 2019 | $690,000 | -8.4% | 8,050 | -8.6% | 0.07% | -7.8% |
Q1 2019 | $753,000 | +9.6% | 8,804 | -1.3% | 0.08% | +4.1% |
Q4 2018 | $687,000 | -14.9% | 8,923 | 0.0% | 0.07% | -3.9% |
Q3 2018 | $807,000 | +4.1% | 8,923 | 0.0% | 0.08% | +1.3% |
Q2 2018 | $775,000 | -2.8% | 8,923 | -1.1% | 0.08% | -3.8% |
Q4 2017 | $797,000 | +4.9% | 9,018 | 0.0% | 0.08% | -2.5% |
Q3 2017 | $760,000 | +2.4% | 9,018 | 0.0% | 0.08% | -4.7% |
Q2 2017 | $742,000 | -37.3% | 9,018 | -37.1% | 0.08% | -44.4% |
Q1 2017 | $1,183,000 | +2.8% | 14,336 | 0.0% | 0.15% | -3.2% |
Q4 2016 | $1,151,000 | – | 14,336 | – | 0.16% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lowe Wealth Advisors, LLC | 69,058 | $5,316,000 | 3.63% |
Smart Money Group LLC | 42,175 | $3,247,000 | 3.36% |
Salomon & Ludwin, LLC | 140,846 | $10,842,000 | 2.50% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 79,200 | $6,097,000 | 1.96% |
Jaffetilchin Investment Partners, LLC | 84,766 | $6,525,000 | 1.63% |
Trilogy Capital Inc. | 133,744 | $10,296,000 | 1.38% |
StrategIQ Financial Group, LLC | 45,013 | $3,465,000 | 1.19% |
Traverso Chambers Private Wealth Management, LLC | 23,078 | $1,777,000 | 0.96% |
Nadler Financial Group, Inc. | 35,653 | $2,745,000 | 0.90% |
CAHILL FINANCIAL ADVISORS INC | 22,922 | $1,765,000 | 0.88% |