WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 141 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 2020 | $247,000 | -30.2% | 3,831 | 0.0% | 0.03% | +114.3% |
| Q4 2019 | $354,000 | +5.7% | 3,831 | 0.0% | 0.01% | -60.0% |
| Q3 2019 | $335,000 | +1.8% | 3,831 | 0.0% | 0.04% | +6.1% |
| Q2 2019 | $329,000 | +0.3% | 3,831 | 0.0% | 0.03% | -8.3% |
| Q1 2019 | $328,000 | +11.2% | 3,831 | 0.0% | 0.04% | -2.7% |
| Q4 2018 | $295,000 | -14.7% | 3,831 | 0.0% | 0.04% | 0.0% |
| Q3 2018 | $346,000 | +3.9% | 3,831 | 0.0% | 0.04% | +54.2% |
| Q2 2018 | $333,000 | -4.3% | 3,831 | -6.9% | 0.02% | -11.1% |
| Q1 2018 | $348,000 | -33.1% | 4,116 | -30.0% | 0.03% | -32.5% |
| Q4 2017 | $520,000 | +5.3% | 5,879 | +0.3% | 0.04% | -9.1% |
| Q3 2017 | $494,000 | +3.1% | 5,864 | +0.5% | 0.04% | -40.5% |
| Q2 2017 | $479,000 | 0.0% | 5,835 | 0.0% | 0.07% | +51.0% |
| Q1 2017 | $479,000 | -30.9% | 5,835 | -32.4% | 0.05% | -44.3% |
| Q4 2016 | $693,000 | – | 8,627 | – | 0.09% | – |
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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% |