WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 133 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $33,450 | +22.5% | 376 | +28.8% | 0.00% | +50.0% |
Q2 2023 | $27,314 | +2.1% | 292 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $26,765 | -0.2% | 292 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $26,807 | +11.7% | 292 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $24,000 | -7.7% | 292 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $26,000 | -10.3% | 292 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $29,000 | -3.3% | 292 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $30,000 | +11.1% | 292 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $27,000 | -3.6% | 292 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $28,000 | 0.0% | 292 | 0.0% | 0.00% | -33.3% |
Q1 2021 | $28,000 | +16.7% | 292 | 0.0% | 0.00% | +50.0% |
Q4 2020 | $24,000 | +9.1% | 292 | 0.0% | 0.00% | -33.3% |
Q3 2020 | $22,000 | 0.0% | 292 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $22,000 | +15.8% | 292 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $19,000 | -29.6% | 292 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $27,000 | +3.8% | 292 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $26,000 | – | 292 | – | 0.00% | – |
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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% |