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 | $439,740 | -4.9% | 4,943 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $462,378 | +2.1% | 4,943 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $453,074 | -4.0% | 4,943 | -3.9% | 0.04% | -12.5% |
| Q4 2022 | $472,150 | +12.4% | 5,143 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $420,000 | -14.6% | 5,143 | -7.2% | 0.04% | -11.4% |
| Q2 2022 | $492,000 | -10.4% | 5,543 | 0.0% | 0.04% | +2.3% |
| Q1 2022 | $549,000 | -2.1% | 5,543 | 0.0% | 0.04% | +2.4% |
| Q4 2021 | $561,000 | +7.7% | 5,543 | 0.0% | 0.04% | -2.3% |
| Q3 2021 | $521,000 | -3.3% | 5,543 | 0.0% | 0.04% | -4.4% |
| Q2 2021 | $539,000 | +3.1% | 5,543 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $523,000 | +12.7% | 5,543 | 0.0% | 0.04% | -26.2% |
| Q4 2020 | $464,000 | -41.0% | 5,543 | -46.9% | 0.06% | -65.5% |
| Q3 2020 | $787,000 | -14.5% | 10,431 | -16.5% | 0.18% | -21.7% |
| Q2 2020 | $921,000 | -9.9% | 12,491 | -21.0% | 0.23% | -26.1% |
| Q1 2020 | $1,022,000 | -30.1% | 15,821 | +0.1% | 0.31% | -10.5% |
| Q4 2019 | $1,463,000 | -0.4% | 15,812 | -5.9% | 0.34% | -9.0% |
| Q3 2019 | $1,469,000 | -0.5% | 16,802 | -2.4% | 0.38% | -5.5% |
| Q2 2019 | $1,477,000 | -4.1% | 17,223 | -4.4% | 0.40% | -7.9% |
| Q1 2019 | $1,540,000 | +10.2% | 18,015 | -0.8% | 0.43% | -6.5% |
| Q4 2018 | $1,398,000 | -17.9% | 18,166 | -3.5% | 0.46% | -8.5% |
| Q3 2018 | $1,702,000 | -7.7% | 18,822 | -11.3% | 0.50% | -15.0% |
| Q2 2018 | $1,844,000 | +2.8% | 21,220 | +0.0% | 0.59% | +1.4% |
| Q1 2018 | $1,793,000 | -4.3% | 21,212 | +0.0% | 0.59% | -9.0% |
| Q4 2017 | $1,874,000 | +3.8% | 21,203 | -0.9% | 0.64% | -7.1% |
| Q3 2017 | $1,805,000 | +2.5% | 21,401 | +0.0% | 0.69% | -11.0% |
| Q2 2017 | $1,761,000 | -0.2% | 21,393 | +0.0% | 0.78% | -5.0% |
| Q1 2017 | $1,765,000 | +0.4% | 21,386 | -2.3% | 0.82% | -7.8% |
| Q4 2016 | $1,758,000 | +2.3% | 21,891 | +0.0% | 0.89% | +0.3% |
| Q3 2016 | $1,719,000 | +1.9% | 21,884 | +0.0% | 0.89% | +0.9% |
| Q2 2016 | $1,687,000 | +2.2% | 21,878 | +0.0% | 0.88% | -4.0% |
| Q1 2016 | $1,650,000 | +0.6% | 21,871 | -6.3% | 0.92% | -2.6% |
| Q4 2015 | $1,640,000 | -11.9% | 23,338 | -15.8% | 0.94% | -19.0% |
| Q3 2015 | $1,862,000 | -15.1% | 27,702 | -7.4% | 1.16% | -2.6% |
| Q2 2015 | $2,193,000 | +4.1% | 29,913 | +7.8% | 1.19% | -12.4% |
| Q1 2015 | $2,106,000 | -1.0% | 27,748 | +0.0% | 1.36% | -18.4% |
| Q4 2014 | $2,128,000 | +2.5% | 27,741 | -2.0% | 1.66% | -15.5% |
| Q3 2014 | $2,077,000 | -0.7% | 28,294 | +0.0% | 1.97% | -10.7% |
| Q2 2014 | $2,091,000 | +5.2% | 28,291 | +0.0% | 2.21% | +2.0% |
| Q1 2014 | $1,987,000 | -23.5% | 28,288 | -25.4% | 2.16% | -14.4% |
| Q4 2013 | $2,596,000 | -1.8% | 37,941 | -8.9% | 2.53% | -19.3% |
| Q3 2013 | $2,644,000 | -4.6% | 41,630 | -6.5% | 3.13% | -25.2% |
| Q2 2013 | $2,772,000 | – | 44,508 | – | 4.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 69,271 | $6,862,000 | 1.00% |
| White Pine Investment CO | 27,681 | $2,742,000 | 0.93% |
| Jaffetilchin Investment Partners, LLC | 82,793 | $7,667,000 | 0.90% |
| WealthBridge Capital Management, LLC | 20,704 | $2,051,000 | 0.77% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,300 | $2,902,000 | 0.52% |
| Traverso Chambers Private Wealth Management, LLC | 16,463 | $1,631,000 | 0.49% |
| CAHILL FINANCIAL ADVISORS INC | 21,902 | $2,170,000 | 0.41% |
| Well Done, LLC | 19,598 | $1,941,000 | 0.39% |
| Fingerlakes Wealth Management, Inc. | 3,315 | $328,000 | 0.38% |
| RS CRUM INC. | 6,675 | $661,000 | 0.37% |