WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 111 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $492,724 | -1.6% | 4,937 | +0.3% | 0.07% | -14.3% |
Q1 2024 | $500,836 | +6.4% | 4,920 | +0.3% | 0.08% | +31.2% |
Q4 2023 | $470,584 | +8.2% | 4,907 | +0.4% | 0.06% | -15.8% |
Q3 2023 | $434,918 | -4.5% | 4,889 | +0.5% | 0.08% | -2.6% |
Q2 2023 | $455,195 | +79.8% | 4,866 | +76.2% | 0.08% | +81.4% |
Q1 2023 | $253,122 | +0.3% | 2,762 | +0.5% | 0.04% | -6.5% |
Q4 2022 | $252,311 | +13.1% | 2,748 | +0.7% | 0.05% | 0.0% |
Q3 2022 | $223,000 | -7.5% | 2,729 | +0.7% | 0.05% | +17.9% |
Q2 2022 | $241,000 | -9.7% | 2,711 | +0.5% | 0.04% | +8.3% |
Q1 2022 | $267,000 | -1.8% | 2,698 | +0.3% | 0.04% | +12.5% |
Q4 2021 | $272,000 | +8.8% | 2,691 | +1.0% | 0.03% | -78.9% |
Q3 2021 | $250,000 | -3.1% | 2,665 | +0.6% | 0.15% | -1.3% |
Q2 2021 | $258,000 | +3.2% | 2,649 | 0.0% | 0.15% | +7.7% |
Q1 2021 | $250,000 | +13.1% | 2,649 | +0.2% | 0.14% | +11.7% |
Q4 2020 | $221,000 | -1.3% | 2,644 | -12.9% | 0.13% | -7.9% |
Q2 2020 | $224,000 | -18.8% | 3,035 | +1.9% | 0.14% | +52.7% |
Q4 2019 | $276,000 | +7.0% | 2,978 | +1.0% | 0.09% | -15.0% |
Q3 2019 | $258,000 | +2.8% | 2,949 | +0.9% | 0.11% | +8.1% |
Q2 2019 | $251,000 | +1.6% | 2,923 | +1.0% | 0.10% | +5.3% |
Q1 2019 | $247,000 | +11.3% | 2,895 | +0.6% | 0.09% | -22.3% |
Q4 2018 | $222,000 | -13.6% | 2,879 | +1.2% | 0.12% | -0.8% |
Q3 2018 | $257,000 | +4.9% | 2,844 | +1.0% | 0.12% | +5.2% |
Q2 2018 | $245,000 | +3.8% | 2,816 | +0.8% | 0.12% | +2.7% |
Q1 2018 | $236,000 | -3.7% | 2,793 | +0.7% | 0.11% | +2.7% |
Q4 2017 | $245,000 | +5.6% | 2,773 | +0.9% | 0.11% | -26.2% |
Q3 2017 | $232,000 | +3.6% | 2,749 | +0.9% | 0.15% | +24.2% |
Q2 2017 | $224,000 | +0.4% | 2,725 | +0.8% | 0.12% | +7.1% |
Q1 2017 | $223,000 | +3.7% | 2,704 | +0.8% | 0.11% | -5.1% |
Q4 2016 | $215,000 | +3.4% | 2,682 | +0.9% | 0.12% | +8.3% |
Q3 2016 | $208,000 | +3.0% | 2,658 | +0.9% | 0.11% | -0.9% |
Q2 2016 | $202,000 | -72.8% | 2,633 | -73.3% | 0.11% | -71.2% |
Q1 2016 | $743,000 | +8.0% | 9,849 | +0.7% | 0.38% | +2.1% |
Q4 2015 | $688,000 | – | 9,782 | – | 0.37% | – |
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% |