WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,841 | -6.2% | 2,370 | -1.4% | 0.10% | -3.0% |
| Q2 2023 | $224,782 | +2.1% | 2,403 | 0.0% | 0.10% | -4.7% |
| Q1 2023 | $220,259 | -4.1% | 2,403 | -4.0% | 0.11% | -7.0% |
| Q4 2022 | $229,787 | +12.6% | 2,503 | 0.0% | 0.11% | -3.4% |
| Q3 2022 | $204,000 | -8.1% | 2,503 | 0.0% | 0.12% | -7.8% |
| Q2 2022 | $222,000 | -10.5% | 2,503 | 0.0% | 0.13% | -7.9% |
| Q1 2022 | $248,000 | -2.0% | 2,503 | 0.0% | 0.14% | -9.2% |
| Q4 2021 | $253,000 | +7.7% | 2,503 | 0.0% | 0.15% | +2.7% |
| Q3 2021 | $235,000 | -3.3% | 2,503 | 0.0% | 0.15% | -5.1% |
| Q2 2021 | $243,000 | -38.3% | 2,503 | -40.2% | 0.16% | -45.3% |
| Q1 2021 | $394,000 | +12.6% | 4,183 | 0.0% | 0.29% | -2.4% |
| Q4 2020 | $350,000 | +11.1% | 4,183 | 0.0% | 0.29% | -8.1% |
| Q3 2020 | $315,000 | +2.3% | 4,183 | 0.0% | 0.32% | -14.0% |
| Q2 2020 | $308,000 | +14.1% | 4,183 | 0.0% | 0.37% | -11.4% |
| Q1 2020 | $270,000 | -31.8% | 4,183 | -2.3% | 0.42% | -10.8% |
| Q4 2019 | $396,000 | +5.9% | 4,283 | 0.0% | 0.47% | -2.9% |
| Q3 2019 | $374,000 | -1.6% | 4,283 | -3.3% | 0.48% | -7.4% |
| Q2 2019 | $380,000 | -1.8% | 4,430 | -2.2% | 0.52% | -5.4% |
| Q1 2019 | $387,000 | -5.6% | 4,530 | -15.0% | 0.55% | -19.5% |
| Q4 2018 | $410,000 | – | 5,330 | – | 0.69% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 68,266 | $5,836,000 | 3.54% |
| Trilogy Capital Inc. | 279,769 | $23,917,000 | 2.85% |
| Salomon & Ludwin, LLC | 139,610 | $11,935,000 | 2.46% |
| Smart Money Group LLC | 31,547 | $2,697,000 | 2.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 78,100 | $6,677,000 | 1.94% |
| Jaffetilchin Investment Partners, LLC | 85,232 | $7,286,000 | 1.62% |
| StrategIQ Financial Group, LLC | 52,014 | $4,447,000 | 1.37% |
| Ruggie Capital Group | 11,280 | $964,000 | 1.14% |
| Traverso Chambers Private Wealth Management, LLC | 22,713 | $1,942,000 | 0.95% |
| Well Done, LLC | 40,288 | $3,444,000 | 0.85% |