WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 116 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is 3.28 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,822 | -14.1% | 20,475 | -9.7% | 0.64% | -12.6% |
| Q2 2023 | $2,122 | -12.0% | 22,680 | -13.7% | 0.73% | -15.5% |
| Q1 2023 | $2,410 | +4.6% | 26,290 | +4.8% | 0.87% | -1.1% |
| Q4 2022 | $2,304 | -99.9% | 25,093 | +1.7% | 0.88% | +5.0% |
| Q3 2022 | $2,014,000 | -7.2% | 24,667 | +0.8% | 0.83% | -2.8% |
| Q2 2022 | $2,171,000 | -20.8% | 24,468 | -11.6% | 0.86% | -7.8% |
| Q1 2022 | $2,742,000 | -1.6% | 27,681 | +0.5% | 0.93% | +0.4% |
| Q4 2021 | $2,786,000 | +9.9% | 27,544 | +2.1% | 0.93% | +4.6% |
| Q3 2021 | $2,535,000 | -0.9% | 26,972 | +2.6% | 0.89% | +0.6% |
| Q2 2021 | $2,557,000 | +5.1% | 26,295 | +1.9% | 0.88% | -2.4% |
| Q1 2021 | $2,433,000 | +15.6% | 25,797 | +2.7% | 0.90% | +6.0% |
| Q4 2020 | $2,104,000 | +17.9% | 25,125 | +6.2% | 0.85% | +3.8% |
| Q3 2020 | $1,784,000 | +10.6% | 23,654 | +8.1% | 0.82% | +3.1% |
| Q2 2020 | $1,613,000 | +16.8% | 21,883 | +2.4% | 0.80% | +0.6% |
| Q1 2020 | $1,381,000 | -27.7% | 21,375 | +3.5% | 0.79% | +1.0% |
| Q4 2019 | $1,910,000 | +20.2% | 20,646 | +13.6% | 0.78% | +8.4% |
| Q3 2019 | $1,589,000 | +8.8% | 18,173 | +6.7% | 0.72% | +4.6% |
| Q2 2019 | $1,461,000 | +2.0% | 17,037 | +1.7% | 0.69% | -3.8% |
| Q1 2019 | $1,432,000 | +1.5% | 16,752 | -8.6% | 0.72% | -5.0% |
| Q4 2018 | $1,411,000 | -2.3% | 18,328 | +14.8% | 0.76% | +9.1% |
| Q3 2018 | $1,444,000 | +5.3% | 15,965 | +1.2% | 0.69% | -2.7% |
| Q2 2018 | $1,371,000 | +12.5% | 15,780 | +9.5% | 0.71% | +19.3% |
| Q1 2018 | $1,219,000 | -2.2% | 14,414 | +2.2% | 0.60% | -3.2% |
| Q4 2017 | $1,247,000 | +14.9% | 14,110 | +9.6% | 0.62% | +6.8% |
| Q3 2017 | $1,085,000 | -0.2% | 12,872 | -2.6% | 0.58% | -0.3% |
| Q2 2017 | $1,087,000 | -14.7% | 13,210 | -14.4% | 0.58% | -15.7% |
| Q1 2017 | $1,275,000 | +2.1% | 15,440 | -0.7% | 0.69% | +1.6% |
| Q4 2016 | $1,249,000 | -1.1% | 15,553 | -3.2% | 0.68% | -8.8% |
| Q3 2016 | $1,263,000 | +0.5% | 16,073 | -1.4% | 0.74% | -1.7% |
| Q2 2016 | $1,257,000 | +6.6% | 16,294 | +4.2% | 0.75% | +5.0% |
| Q1 2016 | $1,179,000 | +7.7% | 15,630 | +0.3% | 0.72% | +6.4% |
| Q4 2015 | $1,095,000 | +4.5% | 15,580 | -0.1% | 0.68% | +0.4% |
| Q3 2015 | $1,048,000 | -9.0% | 15,589 | -0.5% | 0.67% | +0.1% |
| Q2 2015 | $1,152,000 | +4.9% | 15,664 | +8.3% | 0.67% | +7.0% |
| Q1 2015 | $1,098,000 | +5.7% | 14,465 | +6.8% | 0.63% | +3.6% |
| Q4 2014 | $1,039,000 | +10.5% | 13,550 | +5.8% | 0.60% | +6.5% |
| Q3 2014 | $940,000 | -1.3% | 12,802 | -0.6% | 0.57% | -1.2% |
| Q2 2014 | $952,000 | +18.0% | 12,882 | +12.2% | 0.58% | +11.2% |
| Q1 2014 | $807,000 | +168.1% | 11,481 | +162.4% | 0.52% | +151.0% |
| Q4 2013 | $301,000 | +36.8% | 4,376 | +26.2% | 0.21% | +23.4% |
| Q3 2013 | $220,000 | – | 3,468 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 424,216 | $36,517,000 | 3.89% |
| Financial Gravity Asset Management, Inc. | 45,993 | $4,021,000 | 3.46% |
| Lowe Wealth Advisors, LLC | 62,538 | $5,468,000 | 3.27% |
| Salomon & Ludwin, LLC | 135,264 | $11,827,000 | 2.39% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 77,915 | $6,812,000 | 1.86% |
| Jaffetilchin Investment Partners, LLC | 85,278 | $7,456,000 | 1.78% |
| Smart Money Group LLC | 22,786 | $1,992,000 | 1.60% |
| StrategIQ Financial Group, LLC | 58,646 | $5,128,000 | 1.45% |
| Ruggie Capital Group | 11,280 | $986,000 | 1.31% |
| Well Done, LLC | 88,096 | $7,702,000 | 0.93% |