WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,957 | +4.6% | 22 | +10.0% | 0.00% | – |
| Q2 2023 | $1,871 | +2.1% | 20 | 0.0% | 0.00% | – |
| Q1 2023 | $1,833 | -0.2% | 20 | 0.0% | 0.00% | – |
| Q4 2022 | $1,836 | -8.2% | 20 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | -50.0% | 20 | -60.0% | 0.00% | – |
| Q2 2020 | $4,000 | +33.3% | 50 | 0.0% | 0.00% | – |
| Q1 2020 | $3,000 | -40.0% | 50 | 0.0% | 0.00% | – |
| Q4 2019 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | – |
| Q3 2019 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q2 2019 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2019 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q4 2018 | $4,000 | -20.0% | 50 | 0.0% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 50 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 50 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | -60.0% | 50 | -57.3% | 0.00% | -100.0% |
| Q4 2017 | $10,000 | +66.7% | 117 | +69.6% | 0.00% | – |
| Q2 2017 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | – |
| Q1 2017 | $6,000 | 0.0% | 69 | 0.0% | 0.00% | -100.0% |
| Q4 2016 | $6,000 | +20.0% | 69 | 0.0% | 0.00% | – |
| Q3 2016 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,000 | -61.5% | 69 | -63.5% | 0.00% | -50.0% |
| Q3 2015 | $13,000 | -66.7% | 189 | -63.9% | 0.00% | -60.0% |
| Q2 2015 | $39,000 | -72.7% | 524 | -72.2% | 0.01% | -76.2% |
| Q1 2015 | $143,000 | -2.1% | 1,885 | -1.1% | 0.02% | -12.5% |
| Q4 2014 | $146,000 | -7.6% | 1,906 | -11.5% | 0.02% | -17.2% |
| Q3 2014 | $158,000 | -16.0% | 2,154 | -15.4% | 0.03% | -21.6% |
| Q2 2014 | $188,000 | -19.3% | 2,546 | -23.3% | 0.04% | -31.5% |
| Q1 2014 | $233,000 | +7.4% | 3,321 | +5.4% | 0.05% | -6.9% |
| Q4 2013 | $217,000 | -17.2% | 3,152 | -23.6% | 0.06% | -30.1% |
| Q3 2013 | $262,000 | -95.4% | 4,123 | -95.5% | 0.08% | -96.1% |
| Q2 2013 | $5,701,000 | – | 91,548 | – | 2.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |