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 | $1,487,457 | -1.2% | 14,899 | +0.8% | 0.04% | -8.9% |
Q1 2024 | $1,504,970 | -4.2% | 14,783 | -9.7% | 0.04% | -13.5% |
Q4 2023 | $1,570,898 | +7.7% | 16,380 | -0.1% | 0.05% | -7.1% |
Q3 2023 | $1,458,760 | -8.2% | 16,392 | -3.5% | 0.06% | -8.2% |
Q2 2023 | $1,589,328 | +3.6% | 16,986 | +1.5% | 0.06% | -3.2% |
Q1 2023 | $1,534,603 | -0.8% | 16,737 | -0.7% | 0.06% | -18.2% |
Q4 2022 | $1,547,009 | +44.4% | 16,851 | +28.5% | 0.08% | +37.5% |
Q3 2022 | $1,071,000 | +30.8% | 13,109 | +42.1% | 0.06% | +33.3% |
Q2 2022 | $819,000 | -48.7% | 9,222 | -42.8% | 0.04% | -37.3% |
Q1 2022 | $1,598,000 | -5.1% | 16,128 | -3.0% | 0.07% | -8.2% |
Q4 2021 | $1,683,000 | +10.9% | 16,630 | +3.1% | 0.07% | -3.9% |
Q3 2021 | $1,517,000 | -3.6% | 16,136 | -0.1% | 0.08% | -3.8% |
Q2 2021 | $1,573,000 | +36.3% | 16,158 | +32.2% | 0.08% | +16.2% |
Q1 2021 | $1,154,000 | +138.9% | 12,226 | +112.6% | 0.07% | +106.1% |
Q4 2020 | $483,000 | +387.9% | 5,752 | +337.7% | 0.03% | -13.2% |
Q3 2020 | $99,000 | -77.7% | 1,314 | -78.2% | 0.04% | -2.6% |
Q2 2020 | $443,000 | +97.8% | 6,014 | +73.6% | 0.04% | +62.5% |
Q1 2020 | $224,000 | -30.0% | 3,465 | +0.2% | 0.02% | -4.0% |
Q4 2019 | $320,000 | +6.0% | 3,458 | +0.2% | 0.02% | -19.4% |
Q3 2019 | $302,000 | +2.4% | 3,451 | +0.2% | 0.03% | -6.1% |
Q2 2019 | $295,000 | -1.3% | 3,444 | +0.2% | 0.03% | -66.3% |
Q1 2019 | $299,000 | -15.1% | 3,437 | -24.8% | 0.10% | +38.0% |
Q4 2018 | $352,000 | -17.9% | 4,571 | -6.7% | 0.07% | -11.2% |
Q3 2018 | $429,000 | +0.9% | 4,897 | 0.0% | 0.08% | +37.9% |
Q2 2018 | $425,000 | +40.7% | 4,897 | +37.2% | 0.06% | +38.1% |
Q1 2018 | $302,000 | +0.7% | 3,569 | +0.3% | 0.04% | -8.7% |
Q3 2017 | $300,000 | +2.7% | 3,558 | +0.2% | 0.05% | -2.1% |
Q2 2017 | $292,000 | -0.3% | 3,552 | +0.2% | 0.05% | -11.3% |
Q1 2017 | $293,000 | +3.2% | 3,546 | +0.2% | 0.05% | -5.4% |
Q4 2016 | $284,000 | +2.2% | 3,540 | +0.2% | 0.06% | 0.0% |
Q3 2016 | $278,000 | +8.6% | 3,533 | +6.3% | 0.06% | +5.7% |
Q2 2016 | $256,000 | +2.4% | 3,324 | +0.2% | 0.05% | -5.4% |
Q1 2016 | $250,000 | -15.8% | 3,318 | -17.9% | 0.06% | -21.1% |
Q2 2015 | $297,000 | +6.1% | 4,039 | +9.6% | 0.07% | +14.5% |
Q1 2015 | $280,000 | +35.9% | 3,684 | +37.5% | 0.06% | +21.6% |
Q4 2014 | $206,000 | -16.6% | 2,679 | -20.3% | 0.05% | -23.9% |
Q3 2014 | $247,000 | -0.4% | 3,362 | +0.1% | 0.07% | 0.0% |
Q2 2014 | $248,000 | +18.7% | 3,357 | +12.7% | 0.07% | +1.5% |
Q1 2014 | $209,000 | – | 2,978 | – | 0.07% | – |
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% |