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 2021 | $203,000 | -11.0% | 2,152 | -28.9% | 0.01% | -33.3% |
| Q3 2020 | $228,000 | -0.9% | 3,028 | -2.8% | 0.01% | -10.0% |
| Q2 2020 | $230,000 | -23.8% | 3,115 | -33.4% | 0.01% | -44.4% |
| Q1 2020 | $302,000 | -23.7% | 4,675 | +9.1% | 0.02% | +5.9% |
| Q4 2019 | $396,000 | +2.6% | 4,284 | -3.0% | 0.02% | -10.5% |
| Q3 2019 | $386,000 | -3.3% | 4,418 | -5.0% | 0.02% | -9.5% |
| Q2 2019 | $399,000 | -3.6% | 4,651 | -3.9% | 0.02% | -12.5% |
| Q1 2019 | $414,000 | +11.9% | 4,840 | +0.6% | 0.02% | -11.1% |
| Q4 2018 | $370,000 | -15.1% | 4,811 | -0.1% | 0.03% | +3.8% |
| Q3 2018 | $436,000 | +0.2% | 4,816 | -3.8% | 0.03% | -10.3% |
| Q2 2018 | $435,000 | +4.6% | 5,006 | +1.7% | 0.03% | -3.3% |
| Q1 2018 | $416,000 | -2.6% | 4,923 | +1.9% | 0.03% | -9.1% |
| Q4 2017 | $427,000 | +3.1% | 4,829 | -1.6% | 0.03% | -2.9% |
| Q3 2017 | $414,000 | +3.0% | 4,907 | +0.5% | 0.03% | -10.5% |
| Q2 2017 | $402,000 | -0.2% | 4,884 | +0.1% | 0.04% | -2.6% |
| Q1 2017 | $403,000 | +2.3% | 4,877 | -0.7% | 0.04% | -9.3% |
| Q4 2016 | $394,000 | +0.3% | 4,909 | -1.9% | 0.04% | -8.5% |
| Q3 2016 | $393,000 | +1.8% | 5,005 | 0.0% | 0.05% | -6.0% |
| Q2 2016 | $386,000 | +34.0% | 5,005 | +31.0% | 0.05% | +28.2% |
| Q1 2016 | $288,000 | +4.0% | 3,821 | -3.0% | 0.04% | 0.0% |
| Q4 2015 | $277,000 | +2.2% | 3,941 | -2.3% | 0.04% | -9.3% |
| Q3 2015 | $271,000 | -41.2% | 4,035 | -35.7% | 0.04% | -32.8% |
| Q2 2015 | $461,000 | -3.2% | 6,271 | +0.0% | 0.06% | +1.6% |
| Q1 2015 | $476,000 | -1.9% | 6,268 | -0.9% | 0.06% | -1.6% |
| Q4 2014 | $485,000 | – | 6,328 | – | 0.06% | – |
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% |