WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $616,322 | -13.3% | 6,724 | -13.1% | 0.31% | -5.3% |
| Q4 2022 | $710,477 | +9.1% | 7,739 | -3.0% | 0.32% | -5.8% |
| Q3 2022 | $651,000 | -29.6% | 7,978 | -23.5% | 0.34% | -15.9% |
| Q2 2022 | $925,000 | +13.6% | 10,422 | +26.8% | 0.41% | +58.8% |
| Q1 2022 | $814,000 | -3.8% | 8,217 | -1.8% | 0.26% | -31.3% |
| Q4 2021 | $846,000 | +4.4% | 8,367 | -2.9% | 0.37% | -3.4% |
| Q3 2021 | $810,000 | -5.5% | 8,617 | -2.3% | 0.39% | -2.3% |
| Q2 2021 | $857,000 | +3.1% | 8,817 | 0.0% | 0.40% | -5.7% |
| Q1 2021 | $831,000 | +10.7% | 8,817 | -1.7% | 0.42% | +4.5% |
| Q4 2020 | $751,000 | +9.0% | 8,967 | -1.9% | 0.40% | -12.4% |
| Q3 2020 | $689,000 | +2.2% | 9,137 | 0.0% | 0.46% | +12.0% |
| Q2 2020 | $674,000 | +14.2% | 9,137 | 0.0% | 0.41% | -3.3% |
| Q1 2020 | $590,000 | -53.6% | 9,137 | -33.5% | 0.42% | -19.7% |
| Q4 2019 | $1,271,000 | +5.8% | 13,737 | 0.0% | 0.53% | -0.4% |
| Q3 2019 | $1,201,000 | -3.0% | 13,737 | -4.8% | 0.53% | -5.7% |
| Q2 2019 | $1,238,000 | -0.3% | 14,432 | -0.7% | 0.56% | -0.7% |
| Q1 2019 | $1,242,000 | +14.2% | 14,532 | +2.8% | 0.57% | +11.6% |
| Q4 2018 | $1,088,000 | -36.6% | 14,132 | -25.6% | 0.51% | -21.4% |
| Q3 2018 | $1,717,000 | +8.1% | 18,982 | +3.8% | 0.64% | -3.0% |
| Q2 2018 | $1,589,000 | +3.4% | 18,282 | +0.5% | 0.66% | +0.5% |
| Q1 2018 | $1,537,000 | -4.5% | 18,182 | -0.1% | 0.66% | +1.5% |
| Q4 2017 | $1,609,000 | +5.2% | 18,207 | +0.4% | 0.65% | -0.3% |
| Q3 2017 | $1,529,000 | +4.8% | 18,137 | +2.4% | 0.65% | +4.0% |
| Q2 2017 | $1,459,000 | +0.9% | 17,720 | +1.1% | 0.63% | -9.5% |
| Q1 2017 | $1,446,000 | +7.5% | 17,520 | +4.6% | 0.70% | -1.6% |
| Q4 2016 | $1,345,000 | – | 16,745 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |