WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $87,994 | -0.2% | 960 | 0.0% | 0.00% | – |
| Q4 2022 | $88,133 | +7.5% | 960 | -4.0% | 0.00% | – |
| Q3 2022 | $82,000 | -7.9% | 1,000 | 0.0% | 0.00% | – |
| Q2 2022 | $89,000 | -10.1% | 1,000 | 0.0% | 0.00% | – |
| Q1 2022 | $99,000 | -42.1% | 1,000 | -40.7% | 0.00% | – |
| Q4 2021 | $171,000 | +533.3% | 1,687 | +473.8% | 0.00% | – |
| Q3 2021 | $27,000 | -3.6% | 294 | 0.0% | 0.00% | – |
| Q2 2021 | $28,000 | -30.0% | 294 | -31.3% | 0.00% | – |
| Q1 2021 | $40,000 | +60.0% | 428 | +45.6% | 0.00% | – |
| Q4 2020 | $25,000 | -46.8% | 294 | -52.5% | 0.00% | – |
| Q3 2020 | $47,000 | +2.2% | 619 | 0.0% | 0.00% | – |
| Q2 2020 | $46,000 | +15.0% | 619 | 0.0% | 0.00% | – |
| Q1 2020 | $40,000 | -84.0% | 619 | -77.1% | 0.00% | -100.0% |
| Q4 2019 | $250,000 | +6.4% | 2,698 | +0.3% | 0.00% | 0.0% |
| Q3 2019 | $235,000 | +351.9% | 2,690 | +340.3% | 0.00% | – |
| Q2 2019 | $52,000 | -38.1% | 611 | -37.8% | 0.00% | – |
| Q1 2019 | $84,000 | +10.5% | 982 | 0.0% | 0.00% | – |
| Q4 2018 | $76,000 | -76.7% | 982 | -72.8% | 0.00% | -100.0% |
| Q3 2018 | $326,000 | +3.8% | 3,610 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $314,000 | +6.8% | 3,610 | +3.7% | 0.00% | 0.0% |
| Q1 2018 | $294,000 | +1.7% | 3,481 | +6.6% | 0.00% | 0.0% |
| Q4 2017 | $289,000 | -20.4% | 3,265 | -24.2% | 0.00% | -33.3% |
| Q3 2017 | $363,000 | +6.1% | 4,309 | +3.6% | 0.00% | 0.0% |
| Q2 2017 | $342,000 | +26.2% | 4,159 | +26.3% | 0.00% | +50.0% |
| Q1 2017 | $271,000 | +58.5% | 3,293 | +54.5% | 0.00% | 0.0% |
| Q4 2016 | $171,000 | -8.6% | 2,131 | -11.8% | 0.00% | -33.3% |
| Q2 2016 | $187,000 | +21.4% | 2,417 | +18.1% | 0.00% | +50.0% |
| Q1 2016 | $154,000 | +862.5% | 2,046 | +793.4% | 0.00% | – |
| Q4 2015 | $16,000 | +166.7% | 229 | +175.9% | 0.00% | – |
| Q2 2014 | $6,000 | – | 83 | – | 0.00% | – |
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% |