WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $912,451 | -24.0% | 10,257 | -20.1% | 0.00% | 0.0% |
| Q2 2023 | $1,200,963 | +0.5% | 12,839 | -1.5% | 0.00% | 0.0% |
| Q1 2023 | $1,195,166 | -4.1% | 13,039 | -3.9% | 0.00% | -33.3% |
| Q4 2022 | $1,246,136 | +1.6% | 13,574 | -9.7% | 0.00% | 0.0% |
| Q3 2022 | $1,227,000 | -19.6% | 15,032 | -12.7% | 0.00% | 0.0% |
| Q2 2022 | $1,527,000 | -18.0% | 17,212 | -8.4% | 0.00% | -25.0% |
| Q1 2022 | $1,862,000 | -56.7% | 18,794 | -55.8% | 0.00% | -50.0% |
| Q4 2021 | $4,297,000 | +6.8% | 42,490 | -0.8% | 0.01% | 0.0% |
| Q3 2021 | $4,024,000 | -3.0% | 42,819 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $4,149,000 | +1.9% | 42,659 | -1.2% | 0.01% | -11.1% |
| Q1 2021 | $4,072,000 | +15.6% | 43,178 | +2.6% | 0.01% | 0.0% |
| Q4 2020 | $3,524,000 | -1.7% | 42,091 | -11.4% | 0.01% | -10.0% |
| Q3 2020 | $3,585,000 | -2.3% | 47,532 | -4.5% | 0.01% | -16.7% |
| Q2 2020 | $3,668,000 | +13.6% | 49,752 | -0.5% | 0.01% | -14.3% |
| Q1 2020 | $3,230,000 | -39.6% | 50,010 | -13.6% | 0.01% | -17.6% |
| Q4 2019 | $5,351,000 | +8.5% | 57,853 | +2.6% | 0.02% | -5.6% |
| Q3 2019 | $4,933,000 | -0.5% | 56,414 | -2.4% | 0.02% | -5.3% |
| Q2 2019 | $4,956,000 | -31.2% | 57,780 | -31.4% | 0.02% | -36.7% |
| Q1 2019 | $7,203,000 | +139.1% | 84,255 | +153.0% | 0.03% | +114.3% |
| Q3 2018 | $3,012,000 | -2.2% | 33,306 | -6.0% | 0.01% | -12.5% |
| Q2 2018 | $3,080,000 | +3.9% | 35,445 | +1.1% | 0.02% | -5.9% |
| Q1 2018 | $2,964,000 | -15.8% | 35,063 | -12.0% | 0.02% | -22.7% |
| Q4 2017 | $3,520,000 | +12.6% | 39,824 | +7.4% | 0.02% | +10.0% |
| Q3 2017 | $3,126,000 | -43.3% | 37,069 | -44.7% | 0.02% | -47.4% |
| Q2 2017 | $5,515,000 | -0.0% | 66,996 | +0.2% | 0.04% | -9.5% |
| Q1 2017 | $5,517,000 | -0.3% | 66,833 | -2.9% | 0.04% | -8.7% |
| Q4 2016 | $5,531,000 | +3.9% | 68,861 | +1.7% | 0.05% | -2.1% |
| Q3 2016 | $5,321,000 | -3.8% | 67,715 | -5.6% | 0.05% | -13.0% |
| Q2 2016 | $5,532,000 | +1.9% | 71,724 | -0.3% | 0.05% | -12.9% |
| Q1 2016 | $5,429,000 | -1.4% | 71,959 | -8.1% | 0.06% | -3.1% |
| Q4 2015 | $5,504,000 | +44.5% | 78,310 | +38.2% | 0.06% | 0.0% |
| Q3 2015 | $3,808,000 | +383.2% | 56,654 | +429.0% | 0.06% | +14.3% |
| Q2 2015 | $788,000 | -70.6% | 10,710 | -69.7% | 0.06% | -57.3% |
| Q1 2015 | $2,680,000 | -3.7% | 35,312 | -2.7% | 0.13% | -9.0% |
| Q4 2014 | $2,784,000 | +24.2% | 36,297 | +18.8% | 0.14% | +19.0% |
| Q3 2014 | $2,242,000 | +0.8% | 30,542 | +1.5% | 0.12% | -8.3% |
| Q2 2014 | $2,225,000 | +7.2% | 30,104 | +1.9% | 0.13% | +8.2% |
| Q1 2014 | $2,076,000 | +17.4% | 29,554 | +14.9% | 0.12% | +11.9% |
| Q4 2013 | $1,769,000 | +14.2% | 25,724 | +5.7% | 0.11% | +5.8% |
| Q3 2013 | $1,549,000 | -75.8% | 24,339 | -76.4% | 0.10% | -45.2% |
| Q2 2013 | $6,412,000 | – | 102,975 | – | 0.19% | – |
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% |