WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is 1.60 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $7 | -12.5% | 74 | 0.0% | 0.01% | -12.5% |
| Q1 2024 | $8 | +14.3% | 74 | 0.0% | 0.01% | +14.3% |
| Q4 2023 | $7 | 0.0% | 74 | 0.0% | 0.01% | -12.5% |
| 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 ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 69,058 | $5,316,000 | 3.63% |
| Smart Money Group LLC | 42,175 | $3,247,000 | 3.36% |
| Salomon & Ludwin, LLC | 140,846 | $10,842,000 | 2.50% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 79,200 | $6,097,000 | 1.96% |
| Jaffetilchin Investment Partners, LLC | 84,766 | $6,525,000 | 1.63% |
| Trilogy Capital Inc. | 133,744 | $10,296,000 | 1.38% |
| StrategIQ Financial Group, LLC | 45,013 | $3,465,000 | 1.19% |
| Traverso Chambers Private Wealth Management, LLC | 23,078 | $1,777,000 | 0.96% |
| Nadler Financial Group, Inc. | 35,653 | $2,745,000 | 0.90% |
| CAHILL FINANCIAL ADVISORS INC | 22,922 | $1,765,000 | 0.88% |