WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 131 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 | ||||
---|---|---|---|---|---|---|
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% | – |
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% |