WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 138 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $871,165 | -3.9% | 9,793 | +1.1% | 0.16% | -2.4% |
Q2 2023 | $906,190 | +4.4% | 9,688 | +2.3% | 0.17% | -4.5% |
Q1 2023 | $868,249 | -3.3% | 9,473 | -3.1% | 0.18% | -12.0% |
Q4 2022 | $897,621 | +11.4% | 9,778 | -1.0% | 0.20% | +7.5% |
Q3 2022 | $806,000 | -7.1% | 9,873 | +1.0% | 0.19% | -2.6% |
Q2 2022 | $868,000 | -14.6% | 9,778 | -4.7% | 0.19% | +6.7% |
Q1 2022 | $1,016,000 | +1.1% | 10,255 | +3.2% | 0.18% | +7.2% |
Q4 2021 | $1,005,000 | +15.5% | 9,940 | +7.3% | 0.17% | +12.1% |
Q3 2021 | $870,000 | +2.4% | 9,260 | +5.9% | 0.15% | +2.1% |
Q2 2021 | $850,000 | -4.6% | 8,740 | -7.5% | 0.15% | -17.5% |
Q1 2021 | $891,000 | +17.7% | 9,450 | +4.6% | 0.18% | +22.1% |
Q4 2020 | $757,000 | +9.4% | 9,037 | -1.5% | 0.14% | -3.3% |
Q3 2020 | $692,000 | +5.0% | 9,172 | +2.5% | 0.15% | -9.6% |
Q2 2020 | $659,000 | +20.9% | 8,945 | +6.0% | 0.17% | -8.3% |
Q1 2020 | $545,000 | -29.1% | 8,435 | +1.5% | 0.18% | +2.3% |
Q4 2019 | $769,000 | +6.4% | 8,310 | +0.5% | 0.18% | -4.3% |
Q3 2019 | $723,000 | +0.6% | 8,265 | -1.4% | 0.18% | +8.8% |
Q2 2019 | $719,000 | +3.6% | 8,385 | +3.3% | 0.17% | -2.3% |
Q1 2019 | $694,000 | +17.8% | 8,115 | +6.1% | 0.17% | -2.2% |
Q4 2018 | $589,000 | -18.2% | 7,645 | -4.0% | 0.18% | +4.1% |
Q3 2018 | $720,000 | -0.3% | 7,965 | -4.2% | 0.17% | -6.0% |
Q2 2018 | $722,000 | +4.2% | 8,310 | +1.4% | 0.18% | +0.6% |
Q1 2018 | $693,000 | -8.0% | 8,195 | -3.8% | 0.18% | -4.7% |
Q4 2017 | $753,000 | +0.1% | 8,515 | -4.5% | 0.19% | -8.2% |
Q3 2017 | $752,000 | +2.5% | 8,915 | 0.0% | 0.21% | -2.4% |
Q2 2017 | $734,000 | +7.0% | 8,915 | +0.2% | 0.21% | -13.5% |
Q1 2017 | $686,000 | -2.0% | 8,895 | +2.0% | 0.24% | +5.6% |
Q4 2016 | $700,000 | +2.2% | 8,720 | +0.1% | 0.23% | 0.0% |
Q3 2016 | $685,000 | -0.1% | 8,715 | -2.0% | 0.23% | -5.3% |
Q2 2016 | $686,000 | +17.5% | 8,895 | +14.9% | 0.24% | +10.9% |
Q1 2016 | $584,000 | +27.5% | 7,740 | +18.9% | 0.22% | +45.4% |
Q4 2015 | $458,000 | +1.8% | 6,510 | -2.8% | 0.15% | +1.3% |
Q3 2015 | $450,000 | -11.6% | 6,700 | -3.2% | 0.15% | -2.0% |
Q2 2015 | $509,000 | -1.9% | 6,925 | +1.2% | 0.15% | -0.6% |
Q1 2015 | $519,000 | +2.8% | 6,840 | +3.9% | 0.15% | +1.3% |
Q4 2014 | $505,000 | +14.5% | 6,585 | +9.7% | 0.15% | +12.6% |
Q3 2014 | $441,000 | +8.9% | 6,005 | +9.6% | 0.14% | +5.5% |
Q2 2014 | $405,000 | +19.5% | 5,480 | +13.5% | 0.13% | +14.3% |
Q1 2014 | $339,000 | +31.4% | 4,830 | +29.0% | 0.11% | +27.3% |
Q4 2013 | $258,000 | +20.0% | 3,745 | +10.6% | 0.09% | +7.3% |
Q3 2013 | $215,000 | – | 3,385 | – | 0.08% | – |
Download |
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% |