WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,850 | -4.9% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $374,169 | +2.1% | 4,000 | 0.0% | 0.01% | -11.1% |
| Q1 2023 | $366,640 | -0.2% | 4,000 | 0.0% | 0.01% | -18.2% |
| Q4 2022 | $367,219 | +12.3% | 4,000 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $327,000 | -7.9% | 4,000 | 0.0% | 0.01% | -20.0% |
| Q2 2022 | $355,000 | -10.4% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $396,000 | -2.2% | 4,000 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $405,000 | +7.7% | 4,000 | 0.0% | 0.01% | -6.7% |
| Q3 2021 | $376,000 | -6.0% | 4,000 | -2.8% | 0.02% | -6.2% |
| Q2 2021 | $400,000 | +6.1% | 4,114 | +2.8% | 0.02% | -11.1% |
| Q1 2021 | $377,000 | +12.5% | 4,000 | 0.0% | 0.02% | +5.9% |
| Q4 2020 | $335,000 | +10.9% | 4,000 | 0.0% | 0.02% | -19.0% |
| Q3 2020 | $302,000 | +2.4% | 4,000 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $295,000 | +14.3% | 4,000 | 0.0% | 0.02% | -8.7% |
| Q1 2020 | $258,000 | -30.3% | 4,000 | 0.0% | 0.02% | -20.7% |
| Q4 2019 | $370,000 | +5.7% | 4,000 | 0.0% | 0.03% | -6.5% |
| Q3 2019 | $350,000 | -49.0% | 4,000 | -50.0% | 0.03% | -41.5% |
| Q2 2019 | $686,000 | +100.6% | 8,000 | +100.0% | 0.05% | +6.0% |
| Q1 2019 | $342,000 | +11.0% | 4,000 | 0.0% | 0.05% | -3.8% |
| Q4 2018 | $308,000 | – | 4,000 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 424,216 | $36,517,000 | 3.89% |
| Financial Gravity Asset Management, Inc. | 45,993 | $4,021,000 | 3.46% |
| Lowe Wealth Advisors, LLC | 62,538 | $5,468,000 | 3.27% |
| Salomon & Ludwin, LLC | 135,264 | $11,827,000 | 2.39% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 77,915 | $6,812,000 | 1.86% |
| Jaffetilchin Investment Partners, LLC | 85,278 | $7,456,000 | 1.78% |
| Smart Money Group LLC | 22,786 | $1,992,000 | 1.60% |
| StrategIQ Financial Group, LLC | 58,646 | $5,128,000 | 1.45% |
| Ruggie Capital Group | 11,280 | $986,000 | 1.31% |
| Well Done, LLC | 88,096 | $7,702,000 | 0.93% |