WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 112 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $841 | -0.1% | 9,176 | 0.0% | 0.52% | -4.2% |
| Q4 2022 | $842 | -99.9% | 9,176 | -1.8% | 0.54% | +1.1% |
| Q3 2022 | $762,000 | -8.1% | 9,341 | 0.0% | 0.54% | -3.1% |
| Q2 2022 | $829,000 | -15.1% | 9,341 | -3.3% | 0.56% | +4.5% |
| Q4 2021 | $976,000 | +6.7% | 9,655 | -0.8% | 0.53% | -4.3% |
| Q3 2021 | $915,000 | -5.5% | 9,734 | -2.2% | 0.56% | -5.3% |
| Q2 2021 | $968,000 | +2.9% | 9,953 | -0.3% | 0.59% | -2.2% |
| Q1 2021 | $941,000 | +6.7% | 9,983 | -5.2% | 0.60% | -1.3% |
| Q4 2020 | $882,000 | -15.4% | 10,528 | -23.8% | 0.61% | +10.4% |
| Q3 2020 | $1,043,000 | +1.5% | 13,823 | -0.9% | 0.55% | -4.8% |
| Q2 2020 | $1,028,000 | +13.5% | 13,948 | -0.6% | 0.58% | -5.6% |
| Q1 2020 | $906,000 | -32.2% | 14,033 | -2.9% | 0.61% | -7.1% |
| Q4 2019 | $1,337,000 | +1.1% | 14,459 | -4.5% | 0.66% | -4.1% |
| Q3 2019 | $1,323,000 | -1.9% | 15,133 | -3.7% | 0.69% | -1.9% |
| Q2 2019 | $1,348,000 | -3.6% | 15,718 | -3.9% | 0.70% | -5.4% |
| Q1 2019 | $1,399,000 | +11.0% | 16,364 | +0.0% | 0.74% | -0.4% |
| Q4 2018 | $1,260,000 | -15.8% | 16,363 | -1.1% | 0.74% | +0.1% |
| Q3 2018 | $1,497,000 | +4.8% | 16,549 | +0.7% | 0.74% | +3.2% |
| Q2 2018 | $1,428,000 | +2.8% | 16,437 | +0.0% | 0.72% | -7.5% |
| Q1 2018 | $1,389,000 | -5.3% | 16,433 | -1.0% | 0.78% | +1.3% |
| Q4 2017 | $1,467,000 | +5.2% | 16,592 | +0.3% | 0.77% | -1.9% |
| Q3 2017 | $1,395,000 | +1.9% | 16,546 | -0.5% | 0.78% | -1.6% |
| Q2 2017 | $1,369,000 | -1.7% | 16,637 | -1.4% | 0.80% | -3.0% |
| Q1 2017 | $1,393,000 | +1.0% | 16,879 | -1.7% | 0.82% | -4.3% |
| Q4 2016 | $1,379,000 | 0.0% | 17,167 | -2.2% | 0.86% | -3.1% |
| Q3 2016 | $1,379,000 | +3.1% | 17,554 | +1.3% | 0.88% | -1.1% |
| Q2 2016 | $1,337,000 | +8.4% | 17,337 | +6.1% | 0.89% | +3.5% |
| Q1 2016 | $1,233,000 | +4.7% | 16,344 | -2.5% | 0.86% | +6.5% |
| Q4 2015 | $1,178,000 | +5.6% | 16,757 | +1.0% | 0.81% | -0.5% |
| Q3 2015 | $1,116,000 | -8.2% | 16,599 | +0.4% | 0.82% | -0.2% |
| Q2 2015 | $1,216,000 | -3.7% | 16,526 | -0.7% | 0.82% | -2.5% |
| Q1 2015 | $1,263,000 | +1.4% | 16,642 | -1.9% | 0.84% | -10.3% |
| Q4 2014 | $1,245,000 | 0.0% | 16,967 | 0.0% | 0.93% | 0.0% |
| Q3 2014 | $1,245,000 | -3.9% | 16,967 | -3.2% | 0.93% | -0.2% |
| Q2 2014 | $1,295,000 | +0.7% | 17,524 | -4.3% | 0.94% | -6.9% |
| Q1 2014 | $1,286,000 | -8.7% | 18,312 | -10.7% | 1.00% | -12.6% |
| Q4 2013 | $1,409,000 | +10.5% | 20,495 | +2.3% | 1.15% | +3.1% |
| Q3 2013 | $1,275,000 | -0.8% | 20,040 | -2.9% | 1.12% | -6.9% |
| Q2 2013 | $1,285,000 | – | 20,634 | – | 1.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |