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 | $241,978 | -4.9% | 2,720 | 0.0% | 0.02% | -5.9% |
Q2 2023 | $254,435 | +2.1% | 2,720 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $249,315 | -0.2% | 2,720 | 0.0% | 0.02% | -5.6% |
Q4 2022 | $249,709 | +12.5% | 2,720 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $222,000 | -10.1% | 2,720 | -2.3% | 0.02% | -5.3% |
Q2 2022 | $247,000 | -10.5% | 2,785 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $276,000 | -2.1% | 2,785 | 0.0% | 0.02% | +5.6% |
Q4 2021 | $282,000 | +7.6% | 2,785 | 0.0% | 0.02% | -5.3% |
Q3 2021 | $262,000 | -3.3% | 2,785 | 0.0% | 0.02% | 0.0% |
Q2 2021 | $271,000 | +50.6% | 2,785 | 0.0% | 0.02% | +11.8% |
Q1 2020 | $180,000 | -30.2% | 2,785 | 0.0% | 0.02% | -10.5% |
Q4 2019 | $258,000 | +5.7% | 2,785 | 0.0% | 0.02% | -5.0% |
Q3 2019 | $244,000 | +2.1% | 2,785 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $239,000 | +0.4% | 2,785 | 0.0% | 0.02% | 0.0% |
Q1 2019 | $238,000 | +11.2% | 2,785 | 0.0% | 0.02% | -4.8% |
Q4 2018 | $214,000 | -15.1% | 2,785 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $252,000 | +4.1% | 2,785 | 0.0% | 0.02% | -4.5% |
Q2 2018 | $242,000 | +3.0% | 2,785 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $235,000 | -4.5% | 2,785 | 0.0% | 0.02% | -4.3% |
Q4 2017 | $246,000 | +4.7% | 2,785 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $235,000 | +2.6% | 2,785 | 0.0% | 0.02% | -4.2% |
Q2 2017 | $229,000 | -0.4% | 2,785 | 0.0% | 0.02% | -4.0% |
Q1 2017 | $230,000 | +2.7% | 2,785 | 0.0% | 0.02% | -3.8% |
Q4 2016 | $224,000 | +2.3% | 2,785 | 0.0% | 0.03% | -3.7% |
Q3 2016 | $219,000 | +1.9% | 2,785 | 0.0% | 0.03% | -6.9% |
Q2 2016 | $215,000 | +2.4% | 2,785 | 0.0% | 0.03% | 0.0% |
Q1 2016 | $210,000 | +7.1% | 2,785 | 0.0% | 0.03% | +3.6% |
Q4 2015 | $196,000 | -1.0% | 2,785 | -5.6% | 0.03% | -9.7% |
Q3 2015 | $198,000 | -8.8% | 2,950 | 0.0% | 0.03% | -3.1% |
Q2 2015 | $217,000 | -3.1% | 2,950 | 0.0% | 0.03% | -3.0% |
Q1 2015 | $224,000 | -0.9% | 2,950 | 0.0% | 0.03% | 0.0% |
Q4 2014 | $226,000 | +4.1% | 2,950 | 0.0% | 0.03% | 0.0% |
Q3 2014 | $217,000 | -0.5% | 2,950 | 0.0% | 0.03% | -2.9% |
Q2 2014 | $218,000 | +5.3% | 2,950 | 0.0% | 0.03% | 0.0% |
Q1 2014 | $207,000 | -48.5% | 2,950 | -49.6% | 0.03% | -49.3% |
Q4 2013 | $402,000 | – | 5,850 | – | 0.07% | – |
Download |
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% |