WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Trilogy Capital Inc. | 424,216 | $36,517,000 | 3.89% |
Financial Gravity Asset Management, Inc. | 45,993 | $4,021,000 | 3.46% |
Lowe Wealth Advisors, LLC | 62,538 | $5,468,000 | 3.27% |
Salomon & Ludwin, LLC | 135,264 | $11,827,000 | 2.39% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 77,915 | $6,812,000 | 1.86% |
Jaffetilchin Investment Partners, LLC | 85,278 | $7,456,000 | 1.78% |
Smart Money Group LLC | 22,786 | $1,992,000 | 1.60% |
StrategIQ Financial Group, LLC | 58,646 | $5,128,000 | 1.45% |
Ruggie Capital Group | 11,280 | $986,000 | 1.31% |
Well Done, LLC | 88,096 | $7,702,000 | 0.93% |