WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 132 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $869,722 | -1.9% | 8,715 | 0.0% | 0.12% | +2.6% |
| Q1 2024 | $886,979 | +4.5% | 8,715 | -1.5% | 0.11% | -17.4% |
| Q4 2023 | $848,872 | +3.4% | 8,851 | -4.1% | 0.14% | -6.8% |
| Q3 2023 | $820,797 | -5.3% | 9,226 | -0.4% | 0.15% | +1.4% |
| Q2 2023 | $866,792 | +1.2% | 9,266 | -0.9% | 0.15% | -11.0% |
| Q1 2023 | $856,684 | -0.2% | 9,346 | 0.0% | 0.16% | -8.9% |
| Q4 2022 | $858,037 | +11.6% | 9,346 | -0.7% | 0.18% | +4.0% |
| Q3 2022 | $769,000 | -7.9% | 9,415 | 0.0% | 0.17% | +5.5% |
| Q2 2022 | $835,000 | -11.2% | 9,415 | -0.8% | 0.16% | +7.9% |
| Q1 2022 | $940,000 | -2.1% | 9,488 | 0.0% | 0.15% | -2.6% |
| Q4 2021 | $960,000 | +7.6% | 9,488 | 0.0% | 0.16% | -0.6% |
| Q3 2021 | $892,000 | -3.4% | 9,488 | 0.0% | 0.16% | -3.1% |
| Q2 2021 | $923,000 | +3.1% | 9,488 | 0.0% | 0.16% | -4.7% |
| Q1 2021 | $895,000 | +12.7% | 9,488 | 0.0% | 0.17% | +7.6% |
| Q4 2020 | $794,000 | +10.9% | 9,488 | 0.0% | 0.16% | -3.1% |
| Q3 2020 | $716,000 | +2.3% | 9,488 | 0.0% | 0.16% | -4.7% |
| Q2 2020 | $700,000 | +12.9% | 9,488 | -1.2% | 0.17% | -10.5% |
| Q1 2020 | $620,000 | -30.8% | 9,603 | -0.8% | 0.19% | -5.4% |
| Q4 2019 | $896,000 | +5.8% | 9,682 | 0.0% | 0.20% | -5.2% |
| Q3 2019 | $847,000 | +2.0% | 9,682 | 0.0% | 0.21% | +15.8% |
| Q2 2019 | $830,000 | -0.6% | 9,682 | -0.9% | 0.18% | +1.1% |
| Q1 2019 | $835,000 | +9.6% | 9,772 | -1.2% | 0.18% | -41.9% |
| Q4 2018 | $762,000 | -14.0% | 9,893 | -1.8% | 0.31% | +52.7% |
| Q4 2017 | $886,000 | +4.4% | 10,078 | 0.0% | 0.20% | -25.7% |
| Q3 2017 | $849,000 | +2.4% | 10,078 | 0.0% | 0.28% | +21.1% |
| Q2 2017 | $829,000 | – | 10,078 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 69,058 | $5,316,000 | 3.63% |
| Smart Money Group LLC | 42,175 | $3,247,000 | 3.36% |
| Salomon & Ludwin, LLC | 140,846 | $10,842,000 | 2.50% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 79,200 | $6,097,000 | 1.96% |
| Jaffetilchin Investment Partners, LLC | 84,766 | $6,525,000 | 1.63% |
| Trilogy Capital Inc. | 133,744 | $10,296,000 | 1.38% |
| StrategIQ Financial Group, LLC | 45,013 | $3,465,000 | 1.19% |
| Traverso Chambers Private Wealth Management, LLC | 23,078 | $1,777,000 | 0.96% |
| Nadler Financial Group, Inc. | 35,653 | $2,745,000 | 0.90% |
| CAHILL FINANCIAL ADVISORS INC | 22,922 | $1,765,000 | 0.88% |