WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 112 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $264,439 | -24.0% | 2,885 | -23.9% | 0.00% | -33.3% |
| Q4 2022 | $348,032 | +9.4% | 3,791 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $318,000 | +6.7% | 3,900 | +16.2% | 0.01% | 0.0% |
| Q2 2022 | $298,000 | -10.2% | 3,355 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $332,000 | -2.1% | 3,355 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $339,000 | +7.6% | 3,355 | 0.0% | 0.01% | -16.7% |
| Q3 2021 | $315,000 | -30.3% | 3,355 | -27.8% | 0.01% | -33.3% |
| Q2 2021 | $452,000 | +3.2% | 4,646 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $438,000 | +12.6% | 4,646 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $389,000 | +74.4% | 4,646 | +56.9% | 0.01% | +66.7% |
| Q3 2020 | $223,000 | +2.3% | 2,961 | 0.0% | 0.01% | -14.3% |
| Q2 2020 | $218,000 | -37.0% | 2,961 | -20.9% | 0.01% | -36.4% |
| Q4 2019 | $346,000 | +5.8% | 3,741 | 0.0% | 0.01% | -26.7% |
| Q3 2019 | $327,000 | +2.2% | 3,741 | +0.3% | 0.02% | +7.1% |
| Q2 2019 | $320,000 | +53.1% | 3,729 | +52.2% | 0.01% | +27.3% |
| Q1 2019 | $209,000 | -5.9% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $222,000 | +4.2% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $213,000 | +2.9% | 2,450 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $207,000 | -4.6% | 2,450 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $217,000 | +4.8% | 2,450 | 0.0% | 0.01% | -7.7% |
| Q3 2017 | $207,000 | -1.4% | 2,450 | -4.0% | 0.01% | -7.1% |
| Q2 2017 | $210,000 | -0.5% | 2,552 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $211,000 | +2.9% | 2,552 | 0.0% | 0.01% | -6.7% |
| Q4 2016 | $205,000 | +2.0% | 2,552 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $201,000 | – | 2,552 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 75,878 | $7,379,000 | 1.16% |
| Jaffetilchin Investment Partners, LLC | 165,586 | $14,983,000 | 1.03% |
| White Pine Investment CO | 26,295 | $2,557,000 | 0.88% |
| WealthBridge Capital Management, LLC | 22,756 | $2,213,000 | 0.80% |
| Garrison Asset Management, LLC | 9,953 | $968,000 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30,925 | $3,007,000 | 0.58% |
| Traverso Chambers Private Wealth Management, LLC | 16,708 | $1,625,000 | 0.51% |
| CAHILL FINANCIAL ADVISORS INC | 22,380 | $2,176,000 | 0.49% |
| Well Done, LLC | 21,807 | $2,121,000 | 0.47% |
| Ahrens Investment Partners LLC | 8,817 | $857,000 | 0.40% |