WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 153 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $248,701 | -1.9% | 2,492 | 0.0% | 0.00% | – |
Q1 2024 | $253,636 | -13.1% | 2,492 | -18.1% | 0.00% | -100.0% |
Q4 2023 | $291,738 | +7.8% | 3,042 | 0.0% | 0.00% | – |
Q3 2023 | $270,624 | +13.6% | 3,042 | +19.4% | 0.00% | – |
Q2 2023 | $238,263 | +6.9% | 2,547 | +4.7% | 0.00% | – |
Q1 2023 | $222,917 | +10.4% | 2,432 | +19.1% | 0.00% | – |
Q1 2022 | $202,000 | -2.4% | 2,042 | 0.0% | 0.00% | – |
Q4 2021 | $207,000 | -0.5% | 2,042 | -4.7% | 0.00% | – |
Q2 2021 | $208,000 | -25.2% | 2,143 | -43.2% | 0.00% | -100.0% |
Q2 2020 | $278,000 | -0.7% | 3,770 | -13.0% | 0.00% | 0.0% |
Q1 2020 | $280,000 | -0.7% | 4,331 | +42.0% | 0.00% | 0.0% |
Q4 2019 | $282,000 | +5.6% | 3,051 | +0.0% | 0.00% | 0.0% |
Q3 2019 | $267,000 | -4.6% | 3,050 | -6.6% | 0.00% | 0.0% |
Q2 2019 | $280,000 | +26.1% | 3,264 | +25.6% | 0.00% | 0.0% |
Q1 2019 | $222,000 | -29.3% | 2,598 | -26.8% | 0.00% | 0.0% |
Q4 2017 | $314,000 | +12.1% | 3,549 | +7.0% | 0.00% | 0.0% |
Q3 2017 | $280,000 | -9.1% | 3,317 | -11.2% | 0.00% | -50.0% |
Q2 2017 | $308,000 | +1.0% | 3,737 | +1.0% | 0.00% | 0.0% |
Q1 2017 | $305,000 | -15.0% | 3,699 | -17.2% | 0.00% | 0.0% |
Q4 2016 | $359,000 | -7.2% | 4,468 | -9.3% | 0.00% | 0.0% |
Q3 2016 | $387,000 | +18.3% | 4,927 | +16.3% | 0.00% | 0.0% |
Q2 2016 | $327,000 | +2.2% | 4,236 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $320,000 | +5.6% | 4,236 | -1.7% | 0.00% | 0.0% |
Q4 2015 | $303,000 | +0.3% | 4,308 | -4.0% | 0.00% | -33.3% |
Q3 2015 | $302,000 | -4.1% | 4,486 | +8.1% | 0.00% | 0.0% |
Q1 2015 | $315,000 | -0.9% | 4,150 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $318,000 | +101.3% | 4,150 | +93.0% | 0.00% | +50.0% |
Q3 2014 | $158,000 | +12.9% | 2,150 | +13.2% | 0.00% | 0.0% |
Q2 2014 | $140,000 | +17.6% | 1,900 | +11.8% | 0.00% | 0.0% |
Q1 2014 | $119,000 | +395.8% | 1,699 | +386.8% | 0.00% | – |
Q4 2013 | $24,000 | -61.9% | 349 | -64.6% | 0.00% | -100.0% |
Q3 2013 | $63,000 | +186.4% | 985 | +179.8% | 0.00% | 0.0% |
Q2 2013 | $22,000 | – | 352 | – | 0.00% | – |
Download |
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% |