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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,356 | -5.6% | 3,590 | -0.7% | 0.05% | -8.6% |
| Q2 2023 | $338,227 | +2.1% | 3,616 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $331,421 | -2.3% | 3,616 | -2.2% | 0.06% | -6.3% |
| Q4 2022 | $339,289 | +12.3% | 3,696 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $302,000 | -7.9% | 3,696 | 0.0% | 0.06% | -7.5% |
| Q2 2022 | $328,000 | -25.1% | 3,696 | -16.5% | 0.07% | -16.2% |
| Q1 2022 | $438,000 | -2.2% | 4,426 | 0.0% | 0.08% | -2.4% |
| Q4 2021 | $448,000 | +7.7% | 4,426 | 0.0% | 0.08% | -4.7% |
| Q3 2021 | $416,000 | -3.3% | 4,426 | 0.0% | 0.09% | -6.5% |
| Q2 2021 | $430,000 | +3.1% | 4,426 | 0.0% | 0.09% | -4.2% |
| Q1 2021 | $417,000 | +12.4% | 4,426 | 0.0% | 0.10% | +3.2% |
| Q4 2020 | $371,000 | +6.3% | 4,426 | -4.3% | 0.09% | -15.5% |
| Q3 2020 | $349,000 | -19.2% | 4,626 | -21.1% | 0.11% | -27.6% |
| Q2 2020 | $432,000 | +6.4% | 5,862 | -6.8% | 0.15% | -18.7% |
| Q1 2020 | $406,000 | -31.3% | 6,291 | -1.6% | 0.19% | -10.5% |
| Q4 2019 | $591,000 | +1.0% | 6,392 | -4.5% | 0.21% | -5.9% |
| Q3 2019 | $585,000 | +1.9% | 6,692 | 0.0% | 0.22% | -0.4% |
| Q2 2019 | $574,000 | +0.3% | 6,692 | 0.0% | 0.22% | -3.0% |
| Q1 2019 | $572,000 | -4.7% | 6,692 | -14.1% | 0.23% | -10.2% |
| Q4 2018 | $600,000 | -15.3% | 7,792 | 0.0% | 0.26% | -6.9% |
| Q3 2018 | $708,000 | +4.6% | 7,792 | 0.0% | 0.28% | +4.2% |
| Q2 2018 | $677,000 | -2.6% | 7,792 | -7.7% | 0.26% | -9.9% |
| Q1 2018 | $695,000 | -55.8% | 8,440 | -51.7% | 0.29% | -15.1% |
| Q4 2017 | $1,574,000 | +111.8% | 17,470 | +100.1% | 0.34% | -9.7% |
| Q3 2017 | $743,000 | 0.0% | 8,729 | +96888.9% | 0.38% | -8.4% |
| Q2 2017 | $743,000 | -13.6% | 9 | -99.9% | 0.42% | -22.6% |
| Q1 2017 | $860,000 | +0.9% | 10,484 | +0.0% | 0.54% | -80.1% |
| Q4 2016 | $852,000 | – | 10,480 | – | 2.70% | – |
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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% |