WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $763,718 | -6.5% | 8,585 | -1.7% | 0.00% | 0.0% |
Q2 2023 | $816,598 | -2.4% | 8,730 | -4.4% | 0.00% | 0.0% |
Q1 2023 | $836,830 | -6.4% | 9,130 | -6.2% | 0.00% | 0.0% |
Q4 2022 | $893,585 | +12.0% | 9,734 | -0.4% | 0.00% | 0.0% |
Q3 2022 | $798,000 | -8.9% | 9,772 | -1.0% | 0.00% | 0.0% |
Q2 2022 | $876,000 | -20.1% | 9,872 | -10.7% | 0.00% | 0.0% |
Q1 2022 | $1,096,000 | -0.5% | 11,060 | +1.5% | 0.00% | 0.0% |
Q4 2021 | $1,102,000 | +7.6% | 10,900 | +0.0% | 0.00% | 0.0% |
Q3 2021 | $1,024,000 | -4.1% | 10,899 | -0.7% | 0.00% | 0.0% |
Q2 2021 | $1,068,000 | +1.2% | 10,979 | -1.9% | 0.00% | 0.0% |
Q1 2021 | $1,055,000 | +13.3% | 11,190 | +0.6% | 0.00% | 0.0% |
Q4 2020 | $931,000 | +7.3% | 11,121 | -3.4% | 0.00% | 0.0% |
Q3 2020 | $868,000 | -4.8% | 11,516 | -6.9% | 0.00% | 0.0% |
Q2 2020 | $912,000 | +7.7% | 12,371 | -5.7% | 0.00% | 0.0% |
Q1 2020 | $847,000 | -35.9% | 13,113 | -8.2% | 0.00% | -50.0% |
Q4 2019 | $1,321,000 | +11.0% | 14,277 | +4.9% | 0.00% | 0.0% |
Q3 2019 | $1,190,000 | -7.2% | 13,604 | -9.0% | 0.00% | 0.0% |
Q2 2019 | $1,282,000 | +12.8% | 14,950 | +12.5% | 0.00% | 0.0% |
Q1 2019 | $1,137,000 | +7.6% | 13,294 | -3.1% | 0.00% | 0.0% |
Q4 2018 | $1,057,000 | -17.2% | 13,726 | -2.7% | 0.00% | 0.0% |
Q3 2018 | $1,276,000 | -2.1% | 14,107 | -6.0% | 0.00% | 0.0% |
Q2 2018 | $1,303,000 | -4.8% | 15,001 | -7.3% | 0.00% | 0.0% |
Q1 2018 | $1,369,000 | -7.4% | 16,189 | -3.2% | 0.00% | -33.3% |
Q4 2017 | $1,478,000 | -8.0% | 16,718 | -12.3% | 0.00% | 0.0% |
Q3 2017 | $1,607,000 | -1.0% | 19,055 | -3.4% | 0.00% | -25.0% |
Q2 2017 | $1,623,000 | +3.0% | 19,718 | +3.4% | 0.00% | 0.0% |
Q1 2017 | $1,575,000 | +8.5% | 19,075 | +5.6% | 0.00% | 0.0% |
Q4 2016 | $1,451,000 | -0.7% | 18,065 | -2.9% | 0.00% | 0.0% |
Q3 2016 | $1,461,000 | +18.0% | 18,597 | +15.8% | 0.00% | 0.0% |
Q2 2016 | $1,238,000 | +17.5% | 16,059 | +15.0% | 0.00% | 0.0% |
Q1 2016 | $1,054,000 | -1.0% | 13,966 | -7.8% | 0.00% | 0.0% |
Q4 2015 | $1,065,000 | +16.0% | 15,147 | +10.9% | 0.00% | 0.0% |
Q3 2015 | $918,000 | -12.6% | 13,658 | -4.3% | 0.00% | 0.0% |
Q2 2015 | $1,050,000 | +1.9% | 14,271 | +5.1% | 0.00% | -20.0% |
Q1 2015 | $1,030,000 | -11.3% | 13,577 | -10.3% | 0.01% | -16.7% |
Q4 2014 | $1,161,000 | -17.1% | 15,134 | -20.7% | 0.01% | -25.0% |
Q3 2014 | $1,400,000 | -3.0% | 19,073 | -2.3% | 0.01% | -11.1% |
Q2 2014 | $1,443,000 | +7.2% | 19,525 | +1.9% | 0.01% | 0.0% |
Q1 2014 | $1,346,000 | – | 19,163 | – | 0.01% | – |
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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% |