WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $468 | -7.3% | 5,258 | -2.7% | 0.02% | -5.6% |
| Q2 2023 | $505 | +2.0% | 5,403 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $495 | -0.2% | 5,403 | +0.0% | 0.02% | -5.0% |
| Q4 2022 | $496 | -99.9% | 5,402 | +0.0% | 0.02% | -9.1% |
| Q3 2022 | $441,000 | +2.6% | 5,401 | +11.5% | 0.02% | +10.0% |
| Q2 2022 | $430,000 | -10.4% | 4,846 | +0.0% | 0.02% | -4.8% |
| Q1 2022 | $480,000 | +0.8% | 4,845 | +3.0% | 0.02% | 0.0% |
| Q4 2021 | $476,000 | +7.7% | 4,704 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $442,000 | -3.3% | 4,704 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $457,000 | +2.9% | 4,704 | 0.0% | 0.02% | -8.3% |
| Q1 2021 | $444,000 | +12.7% | 4,704 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $394,000 | +20.1% | 4,704 | +8.0% | 0.02% | -4.0% |
| Q3 2020 | $328,000 | +2.2% | 4,354 | 0.0% | 0.02% | -3.8% |
| Q2 2020 | $321,000 | -7.0% | 4,354 | -18.4% | 0.03% | -18.8% |
| Q1 2020 | $345,000 | -30.0% | 5,334 | 0.0% | 0.03% | -15.8% |
| Q4 2019 | $493,000 | -23.9% | 5,334 | -28.1% | 0.04% | -30.9% |
| Q3 2019 | $648,000 | -0.2% | 7,414 | -2.0% | 0.06% | -6.8% |
| Q2 2019 | $649,000 | +0.3% | 7,569 | 0.0% | 0.06% | -3.3% |
| Q1 2019 | $647,000 | +11.0% | 7,569 | 0.0% | 0.06% | -3.2% |
| Q4 2018 | $583,000 | -14.8% | 7,569 | 0.0% | 0.06% | -13.7% |
| Q3 2018 | $684,000 | +1.6% | 7,569 | -2.3% | 0.07% | -3.9% |
| Q2 2018 | $673,000 | +2.7% | 7,745 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $655,000 | -12.4% | 7,745 | -8.5% | 0.08% | -11.6% |
| Q4 2017 | $748,000 | +4.8% | 8,464 | +0.0% | 0.09% | -1.1% |
| Q3 2017 | $714,000 | -3.5% | 8,463 | -5.9% | 0.09% | -7.4% |
| Q2 2017 | $740,000 | -0.3% | 8,992 | +0.0% | 0.09% | -3.1% |
| Q1 2017 | $742,000 | -1.2% | 8,991 | -3.8% | 0.10% | -21.8% |
| Q4 2016 | $751,000 | -3.6% | 9,345 | -5.7% | 0.12% | -11.4% |
| Q3 2016 | $779,000 | +2.0% | 9,909 | 0.0% | 0.14% | +6.9% |
| Q2 2016 | $764,000 | -16.5% | 9,909 | -18.3% | 0.13% | -26.8% |
| Q1 2016 | $915,000 | -0.9% | 12,132 | -7.6% | 0.18% | -7.7% |
| Q4 2015 | $923,000 | -0.9% | 13,132 | -5.2% | 0.19% | -5.8% |
| Q3 2015 | $931,000 | -11.6% | 13,847 | -3.2% | 0.21% | -1.0% |
| Q2 2015 | $1,053,000 | -3.8% | 14,312 | -0.8% | 0.21% | +1.0% |
| Q1 2015 | $1,095,000 | -7.0% | 14,431 | -6.0% | 0.21% | -33.1% |
| Q4 2014 | $1,177,000 | -6.1% | 15,344 | -10.2% | 0.31% | -15.6% |
| Q3 2014 | $1,254,000 | -99.9% | 17,079 | -1.8% | 0.36% | -3.7% |
| Q2 2014 | $1,285,000,000 | +105055.5% | 17,389 | 0.0% | 0.38% | -4.3% |
| Q1 2014 | $1,222,000 | +1.3% | 17,389 | -0.8% | 0.40% | +1.3% |
| Q4 2013 | $1,206,000 | -99.9% | 17,534 | -5.4% | 0.39% | -3.9% |
| Q3 2013 | $1,179,000,000 | +102066.4% | 18,536 | 0.0% | 0.41% | -2.2% |
| Q2 2013 | $1,154,000 | – | 18,536 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |