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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,969,015 | +3.8% | 33,374 | +9.1% | 0.00% | 0.0% |
Q2 2023 | $2,860,199 | +16.2% | 30,577 | +13.8% | 0.00% | 0.0% |
Q1 2023 | $2,462,181 | -11.9% | 26,862 | -11.7% | 0.00% | 0.0% |
Q4 2022 | $2,793,207 | +8.5% | 30,426 | -3.6% | 0.00% | 0.0% |
Q3 2022 | $2,575,000 | -10.8% | 31,547 | -3.0% | 0.00% | -33.3% |
Q2 2022 | $2,886,000 | -9.9% | 32,520 | +0.6% | 0.00% | 0.0% |
Q1 2022 | $3,203,000 | -6.9% | 32,333 | -4.9% | 0.00% | 0.0% |
Q4 2021 | $3,440,000 | +0.3% | 34,015 | -6.8% | 0.00% | 0.0% |
Q3 2021 | $3,431,000 | -3.5% | 36,509 | -0.1% | 0.00% | -25.0% |
Q2 2021 | $3,555,000 | +0.6% | 36,553 | -2.4% | 0.00% | 0.0% |
Q1 2021 | $3,533,000 | +15.5% | 37,470 | +2.5% | 0.00% | 0.0% |
Q4 2020 | $3,060,000 | +1.1% | 36,546 | -9.0% | 0.00% | -20.0% |
Q3 2020 | $3,028,000 | -10.4% | 40,148 | -12.4% | 0.01% | -16.7% |
Q2 2020 | $3,380,000 | +20.6% | 45,839 | +5.7% | 0.01% | 0.0% |
Q1 2020 | $2,802,000 | -36.2% | 43,380 | -8.6% | 0.01% | -25.0% |
Q4 2019 | $4,391,000 | +0.3% | 47,467 | -5.2% | 0.01% | -11.1% |
Q3 2019 | $4,380,000 | +0.1% | 50,097 | -1.8% | 0.01% | 0.0% |
Q2 2019 | $4,376,000 | +0.8% | 51,019 | +0.4% | 0.01% | -10.0% |
Q1 2019 | $4,343,000 | +9.0% | 50,797 | -1.8% | 0.01% | -9.1% |
Q4 2018 | $3,983,000 | -20.1% | 51,744 | -6.1% | 0.01% | -8.3% |
Q3 2018 | $4,985,000 | -11.4% | 55,125 | -14.8% | 0.01% | -20.0% |
Q2 2018 | $5,625,000 | -4.3% | 64,736 | -6.9% | 0.02% | -6.2% |
Q1 2018 | $5,880,000 | +1.7% | 69,548 | +6.3% | 0.02% | -11.1% |
Q4 2017 | $5,782,000 | +28.0% | 65,417 | +22.1% | 0.02% | +12.5% |
Q3 2017 | $4,517,000 | -5.2% | 53,568 | -7.5% | 0.02% | -11.1% |
Q2 2017 | $4,766,000 | +0.1% | 57,904 | -0.1% | 0.02% | -43.8% |
Q1 2017 | $4,761,000 | +0.3% | 57,990 | -0.8% | 0.03% | -11.1% |
Q4 2016 | $4,749,000 | +8.2% | 58,436 | +3.0% | 0.04% | -14.3% |
Q3 2016 | $4,389,000 | +9.4% | 56,743 | +9.1% | 0.04% | +23.5% |
Q2 2016 | $4,012,000 | -50.1% | 52,018 | -52.0% | 0.03% | +54.5% |
Q1 2016 | $8,040,000 | +11.1% | 108,444 | +5.4% | 0.02% | +10.0% |
Q4 2015 | $7,234,000 | +83.5% | 102,915 | +82.6% | 0.02% | -9.1% |
Q3 2015 | $3,943,000 | -42.3% | 56,375 | -39.3% | 0.02% | -37.1% |
Q2 2015 | $6,835,000 | -1.1% | 92,826 | +1.6% | 0.04% | 0.0% |
Q1 2015 | $6,908,000 | +3.9% | 91,337 | +5.4% | 0.04% | -2.8% |
Q4 2014 | $6,646,000 | +3.4% | 86,650 | -2.0% | 0.04% | -5.3% |
Q3 2014 | $6,427,000 | +1.9% | 88,445 | +3.7% | 0.04% | +2.7% |
Q2 2014 | $6,306,000 | +4.2% | 85,326 | -0.9% | 0.04% | 0.0% |
Q1 2014 | $6,051,000 | -8.5% | 86,129 | -10.4% | 0.04% | -9.8% |
Q4 2013 | $6,614,000 | +3.1% | 96,172 | -2.9% | 0.04% | -4.7% |
Q3 2013 | $6,415,000 | -8.4% | 99,007 | -12.0% | 0.04% | -14.0% |
Q2 2013 | $7,005,000 | – | 112,493 | – | 0.05% | – |
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% |