WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 112 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 68,266 | $5,836,000 | 3.54% |
| Trilogy Capital Inc. | 279,769 | $23,917,000 | 2.85% |
| Salomon & Ludwin, LLC | 139,610 | $11,935,000 | 2.46% |
| Smart Money Group LLC | 31,547 | $2,697,000 | 2.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 78,100 | $6,677,000 | 1.94% |
| Jaffetilchin Investment Partners, LLC | 85,232 | $7,286,000 | 1.62% |
| StrategIQ Financial Group, LLC | 52,014 | $4,447,000 | 1.37% |
| Ruggie Capital Group | 11,280 | $964,000 | 1.14% |
| Traverso Chambers Private Wealth Management, LLC | 22,713 | $1,942,000 | 0.95% |
| Well Done, LLC | 40,288 | $3,444,000 | 0.85% |