WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $343,664 | -18.5% | 3,863 | -14.3% | 0.01% | -21.4% |
Q2 2023 | $421,594 | +86292.2% | 4,507 | -15.3% | 0.01% | -12.5% |
Q1 2023 | $488 | +0.2% | 5,319 | +0.3% | 0.02% | -20.0% |
Q4 2022 | $487 | -99.9% | 5,302 | -46.3% | 0.02% | +53.8% |
Q3 2022 | $806,000 | -16.9% | 9,870 | -9.7% | 0.01% | -40.9% |
Q2 2022 | $970,000 | +13.5% | 10,936 | +26.7% | 0.02% | +175.0% |
Q1 2022 | $855,000 | +60.4% | 8,632 | +63.9% | 0.01% | -11.1% |
Q4 2021 | $533,000 | -28.8% | 5,267 | -33.9% | 0.01% | -52.6% |
Q3 2021 | $749,000 | +37.2% | 7,973 | +41.9% | 0.02% | +35.7% |
Q2 2021 | $546,000 | +180.0% | 5,617 | +171.4% | 0.01% | +366.7% |
Q1 2021 | $195,000 | -53.8% | 2,070 | -59.0% | 0.00% | -76.9% |
Q4 2020 | $422,000 | -29.5% | 5,045 | -36.5% | 0.01% | +85.7% |
Q3 2020 | $599,000 | -10.1% | 7,945 | -12.0% | 0.01% | -74.1% |
Q2 2020 | $666,000 | -22.6% | 9,029 | -32.2% | 0.03% | -48.1% |
Q1 2020 | $860,000 | +101.4% | 13,319 | +188.8% | 0.05% | +48.6% |
Q4 2019 | $427,000 | +13.9% | 4,612 | +7.6% | 0.04% | +34.6% |
Q3 2019 | $375,000 | +25.0% | 4,288 | +22.4% | 0.03% | +30.0% |
Q2 2019 | $300,000 | -14.8% | 3,503 | -14.9% | 0.02% | -4.8% |
Q1 2019 | $352,000 | +4300.0% | 4,118 | +4018.0% | 0.02% | +2000.0% |
Q1 2015 | $8,000 | -83.3% | 100 | -85.2% | 0.00% | -83.3% |
Q1 2014 | $48,000 | – | 677 | – | 0.01% | – |
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% |