WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 114 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $505 | +7.9% | 5,269 | +0.2% | 0.02% | -5.9% |
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% | – |
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% |