WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 114 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $2,537,000 | +16.2% | 27,434 | +9.8% | 0.02% | +6.7% |
Q3 2019 | $2,184,000 | +1.7% | 24,996 | -0.2% | 0.02% | -6.2% |
Q2 2019 | $2,148,000 | -7.6% | 25,039 | -7.9% | 0.02% | -11.1% |
Q1 2019 | $2,325,000 | +8.4% | 27,197 | -2.4% | 0.02% | -5.3% |
Q4 2018 | $2,145,000 | -15.2% | 27,867 | -0.4% | 0.02% | -9.5% |
Q3 2018 | $2,530,000 | +3.2% | 27,983 | -9.7% | 0.02% | -8.7% |
Q2 2018 | $2,452,000 | 0.0% | 31,000 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $2,452,000 | -5.4% | 31,000 | +5.7% | 0.02% | -8.0% |
Q4 2017 | $2,593,000 | +28.4% | 29,340 | +22.5% | 0.02% | +13.6% |
Q3 2017 | $2,020,000 | -38.8% | 23,956 | -40.3% | 0.02% | -43.6% |
Q2 2017 | $3,301,000 | -14.8% | 40,104 | -14.6% | 0.04% | -20.4% |
Q1 2017 | $3,875,000 | +1.8% | 46,948 | -1.0% | 0.05% | -7.5% |
Q4 2016 | $3,808,000 | +9.7% | 47,412 | +7.3% | 0.05% | +1.9% |
Q3 2016 | $3,470,000 | +3.9% | 44,169 | +2.0% | 0.05% | -1.9% |
Q2 2016 | $3,341,000 | +5.6% | 43,323 | +3.3% | 0.05% | -5.4% |
Q1 2016 | $3,165,000 | +5.7% | 41,949 | -1.6% | 0.06% | +1.8% |
Q4 2015 | $2,995,000 | +3.0% | 42,618 | -1.5% | 0.06% | -8.3% |
Q3 2015 | $2,908,000 | -25.9% | 43,276 | -18.9% | 0.06% | -17.8% |
Q2 2015 | $3,924,000 | -9.0% | 53,342 | -6.0% | 0.07% | -12.0% |
Q1 2015 | $4,310,000 | +26.6% | 56,775 | +28.0% | 0.08% | +10.7% |
Q4 2014 | $3,404,000 | +4.2% | 44,371 | -0.3% | 0.08% | -15.7% |
Q3 2014 | $3,266,000 | -3.0% | 44,505 | -2.3% | 0.09% | -3.3% |
Q2 2014 | $3,367,000 | +10.0% | 45,573 | +4.6% | 0.09% | +3.4% |
Q1 2014 | $3,062,000 | -1.7% | 43,589 | -3.8% | 0.09% | -7.3% |
Q4 2013 | $3,115,000 | +23.5% | 45,301 | +14.3% | 0.10% | +11.6% |
Q3 2013 | $2,523,000 | -0.9% | 39,649 | -3.0% | 0.09% | -5.5% |
Q2 2013 | $2,547,000 | – | 40,893 | – | 0.09% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
OLD DOMINION CAPITAL MANAGEMENT INC | 145,958 | $10,259,000 | 12.96% |
Lowe Wealth Advisors, LLC | 75,250 | $5,289,000 | 3.60% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 100,192 | $7,043,000 | 3.17% |
CAHILL FINANCIAL ADVISORS INC | 36,336 | $2,555,000 | 2.09% |
Jacobus Wealth Management, Inc. | 103,267 | $7,259,000 | 2.08% |
Nadler Financial Group, Inc. | 60,630 | $4,262,000 | 1.92% |
Jaffetilchin Investment Partners, LLC | 77,784 | $5,467,000 | 1.77% |
Well Done, LLC | 62,960 | $4,425,000 | 1.56% |
StrategIQ Financial Group, LLC | 18,924 | $1,330,000 | 1.36% |
Twele Capital Management, Inc. | 56,195 | $3,950,000 | 1.20% |