UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$76,419
-4.2%
859
+0.7%
0.00%
Q2 2023$79,791
-45.9%
853
-47.0%
0.00%
Q1 2023$147,481
-20.2%
1,609
-20.1%
0.00%
Q4 2022$184,814
+26.6%
2,013
+12.1%
0.00%
Q3 2022$146,000
-18.4%
1,796
-11.2%
0.00%
Q2 2022$179,000
-36.7%
2,022
-29.2%
0.00%
Q1 2022$283,000
-84.5%
2,856
-84.2%
0.00%
-100.0%
Q4 2021$1,826,000
-39.3%
18,058
-43.6%
0.00%0.0%
Q3 2021$3,010,000
-6.2%
32,031
-2.9%
0.00%0.0%
Q2 2021$3,209,000
-5.8%
33,003
-8.6%
0.00%0.0%
Q1 2021$3,407,000
+10.0%
36,124
-2.3%
0.00%0.0%
Q4 2020$3,097,000
-7.9%
36,984
-17.0%
0.00%0.0%
Q3 2020$3,362,000
-9.1%
44,580
-11.1%
0.00%
-50.0%
Q2 2020$3,698,000
+6.8%
50,155
-6.5%
0.00%0.0%
Q1 2020$3,464,000
-58.1%
53,626
-40.0%
0.00%
-33.3%
Q4 2019$8,268,000
-12.2%
89,383
-17.0%
0.00%
-25.0%
Q3 2019$9,420,000
-0.2%
107,740
-2.1%
0.00%0.0%
Q2 2019$9,436,000
+17.3%
110,011
+16.9%
0.00%
+33.3%
Q1 2019$8,046,000
-7.0%
94,121
-16.2%
0.00%
-25.0%
Q4 2018$8,649,000
-15.8%
112,351
-1.1%
0.00%0.0%
Q3 2018$10,278,000
-3.6%
113,652
-7.4%
0.00%
-20.0%
Q2 2018$10,662,000
-1.3%
122,702
-4.0%
0.01%0.0%
Q1 2018$10,807,000
-12.8%
127,831
-8.8%
0.01%0.0%
Q4 2017$12,387,000
+1.6%
140,143
-3.1%
0.01%
-16.7%
Q3 2017$12,195,000
-12.2%
144,617
-14.3%
0.01%
-14.3%
Q2 2017$13,894,000
-13.7%
168,798
-13.4%
0.01%
-22.2%
Q1 2017$16,092,000
-2.1%
194,939
-4.7%
0.01%0.0%
Q4 2016$16,429,000
-3.3%
204,542
-5.4%
0.01%
-10.0%
Q3 2016$16,997,000
+3.7%
216,318
+1.8%
0.01%0.0%
Q2 2016$16,395,000
+0.8%
212,589
-1.4%
0.01%
-9.1%
Q1 2016$16,265,000
+6.6%
215,603
-0.7%
0.01%
+10.0%
Q4 2015$15,254,000
-2.7%
217,016
-7.0%
0.01%
-9.1%
Q3 2015$15,684,000
-18.5%
233,363
-10.8%
0.01%
-15.4%
Q2 2015$19,253,000
-33.3%
261,729
-31.2%
0.01%
-35.0%
Q1 2015$28,865,000
-23.7%
380,308
-22.9%
0.02%
-23.1%
Q4 2014$37,837,000493,3180.03%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Salomon & Ludwin, LLC 69,271$6,862,0001.00%
White Pine Investment CO 27,681$2,742,0000.93%
Jaffetilchin Investment Partners, LLC 82,793$7,667,0000.90%
WealthBridge Capital Management, LLC 20,704$2,051,0000.77%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 29,300$2,902,0000.52%
Traverso Chambers Private Wealth Management, LLC 16,463$1,631,0000.49%
CAHILL FINANCIAL ADVISORS INC 21,902$2,170,0000.41%
Well Done, LLC 19,598$1,941,0000.39%
Fingerlakes Wealth Management, Inc. 3,315$328,0000.38%
RS CRUM INC. 6,675$661,0000.37%
View complete list of WISDOMTREE TR shareholders