WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 127 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $664 | -12.6% | 7,461 | -8.1% | 0.00% | 0.0% |
| Q2 2023 | $760 | -14.0% | 8,121 | -15.8% | 0.00% | -25.0% |
| Q1 2023 | $884 | +12.9% | 9,647 | +13.1% | 0.00% | 0.0% |
| Q4 2022 | $783 | -99.9% | 8,532 | -6.9% | 0.00% | 0.0% |
| Q3 2022 | $748,000 | -54.1% | 9,162 | -50.1% | 0.00% | -55.6% |
| Q2 2022 | $1,629,000 | -20.6% | 18,359 | -11.3% | 0.01% | 0.0% |
| Q1 2022 | $2,051,000 | -3.0% | 20,704 | -1.0% | 0.01% | 0.0% |
| Q4 2021 | $2,115,000 | +11.3% | 20,914 | +3.5% | 0.01% | 0.0% |
| Q3 2021 | $1,900,000 | +31.6% | 20,212 | +36.1% | 0.01% | +28.6% |
| Q2 2021 | $1,444,000 | +19.3% | 14,851 | +15.7% | 0.01% | 0.0% |
| Q1 2021 | $1,210,000 | +6.5% | 12,833 | -5.4% | 0.01% | 0.0% |
| Q4 2020 | $1,136,000 | +15.9% | 13,568 | +4.4% | 0.01% | 0.0% |
| Q3 2020 | $980,000 | +5.8% | 12,991 | +3.4% | 0.01% | 0.0% |
| Q2 2020 | $926,000 | -8.4% | 12,566 | -19.7% | 0.01% | -30.0% |
| Q1 2020 | $1,011,000 | -43.1% | 15,654 | -18.5% | 0.01% | -28.6% |
| Q4 2019 | $1,776,000 | +5.8% | 19,198 | +0.0% | 0.01% | -6.7% |
| Q3 2019 | $1,678,000 | -10.8% | 19,194 | -12.5% | 0.02% | -11.8% |
| Q2 2019 | $1,882,000 | +5.3% | 21,944 | +4.9% | 0.02% | 0.0% |
| Q1 2019 | $1,788,000 | +12.8% | 20,916 | +1.6% | 0.02% | -5.6% |
| Q4 2018 | $1,585,000 | -15.9% | 20,589 | -1.2% | 0.02% | 0.0% |
| Q3 2018 | $1,884,000 | +8.9% | 20,832 | +4.6% | 0.02% | 0.0% |
| Q2 2018 | $1,730,000 | -1.8% | 19,910 | -4.5% | 0.02% | -10.0% |
| Q1 2018 | $1,762,000 | +2.4% | 20,839 | +7.1% | 0.02% | 0.0% |
| Q4 2017 | $1,720,000 | +38.3% | 19,457 | +31.9% | 0.02% | +17.6% |
| Q3 2017 | $1,244,000 | +11.5% | 14,750 | +8.8% | 0.02% | +6.2% |
| Q2 2017 | $1,116,000 | -7.2% | 13,560 | -6.9% | 0.02% | -23.8% |
| Q1 2017 | $1,203,000 | -6.2% | 14,569 | -8.7% | 0.02% | -12.5% |
| Q4 2016 | $1,282,000 | +0.5% | 15,966 | -1.6% | 0.02% | 0.0% |
| Q3 2016 | $1,275,000 | +61.8% | 16,226 | +58.8% | 0.02% | +41.2% |
| Q2 2016 | $788,000 | +75.5% | 10,219 | +71.7% | 0.02% | +70.0% |
| Q1 2016 | $449,000 | +1.6% | 5,953 | -5.2% | 0.01% | 0.0% |
| Q4 2015 | $442,000 | +2.3% | 6,282 | -2.3% | 0.01% | -16.7% |
| Q3 2015 | $432,000 | -31.3% | 6,428 | -24.8% | 0.01% | -29.4% |
| Q2 2015 | $629,000 | -18.4% | 8,546 | -15.9% | 0.02% | -22.7% |
| Q1 2015 | $771,000 | +1.6% | 10,161 | +2.7% | 0.02% | -8.3% |
| Q4 2014 | $759,000 | +10.2% | 9,893 | +5.4% | 0.02% | +20.0% |
| Q3 2014 | $689,000 | -3.9% | 9,386 | -3.2% | 0.02% | -20.0% |
| Q2 2014 | $717,000 | +13.3% | 9,696 | +7.6% | 0.02% | +4.2% |
| Q1 2014 | $633,000 | +9.5% | 9,013 | +7.2% | 0.02% | 0.0% |
| Q4 2013 | $578,000 | +11.6% | 8,411 | +3.4% | 0.02% | +4.3% |
| Q3 2013 | $518,000 | +11.2% | 8,134 | +8.7% | 0.02% | -4.2% |
| Q2 2013 | $466,000 | – | 7,484 | – | 0.02% | – |
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% |