WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 140 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $10,000 | -71.4% | 96 | -76.8% | 0.00% | -100.0% |
| Q4 2020 | $35,000 | +12.9% | 414 | +0.5% | 0.00% | -50.0% |
| Q3 2020 | $31,000 | +3.3% | 412 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $30,000 | +11.1% | 412 | +0.2% | 0.00% | 0.0% |
| Q1 2020 | $27,000 | -6.9% | 411 | +29.2% | 0.00% | 0.0% |
| Q4 2019 | $29,000 | -90.4% | 318 | -90.8% | 0.00% | -92.0% |
| Q3 2019 | $303,000 | -20.9% | 3,463 | -22.6% | 0.02% | -41.9% |
| Q1 2019 | $383,000 | +9.4% | 4,476 | -1.6% | 0.04% | -14.0% |
| Q4 2018 | $350,000 | +1246.2% | 4,551 | +1331.1% | 0.05% | +455.6% |
| Q4 2016 | $26,000 | – | 318 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 68,266 | $5,836,000 | 3.54% |
| Trilogy Capital Inc. | 279,769 | $23,917,000 | 2.85% |
| Salomon & Ludwin, LLC | 139,610 | $11,935,000 | 2.46% |
| Smart Money Group LLC | 31,547 | $2,697,000 | 2.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 78,100 | $6,677,000 | 1.94% |
| Jaffetilchin Investment Partners, LLC | 85,232 | $7,286,000 | 1.62% |
| StrategIQ Financial Group, LLC | 52,014 | $4,447,000 | 1.37% |
| Ruggie Capital Group | 11,280 | $964,000 | 1.14% |
| Traverso Chambers Private Wealth Management, LLC | 22,713 | $1,942,000 | 0.95% |
| Well Done, LLC | 40,288 | $3,444,000 | 0.85% |