WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7 | 0.0% | 74 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $7 | 0.0% | 74 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $7 | 0.0% | 74 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $7 | -99.9% | 74 | -50.0% | 0.01% | -40.0% |
| Q3 2022 | $12,000 | -7.7% | 148 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $13,000 | -13.3% | 148 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 148 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $15,000 | +7.1% | 148 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $14,000 | 0.0% | 148 | 0.0% | 0.02% | +7.1% |
| Q2 2021 | $14,000 | 0.0% | 148 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $14,000 | +16.7% | 148 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $12,000 | +9.1% | 148 | 0.0% | 0.01% | -9.1% |
| Q3 2020 | $11,000 | 0.0% | 148 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $11,000 | +10.0% | 148 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $10,000 | -28.6% | 148 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $14,000 | +7.7% | 148 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $13,000 | 0.0% | 148 | 0.0% | 0.01% | +10.0% |
| Q2 2019 | $13,000 | 0.0% | 148 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $13,000 | +18.2% | 148 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | – | 148 | – | 0.01% | – |
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% |