WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $331,540 | -6.1% | 3,776 | 0.0% | 0.04% | -6.2% |
Q2 2023 | $353,215 | +2.1% | 3,776 | 0.0% | 0.05% | -11.1% |
Q1 2023 | $346,108 | -0.2% | 3,776 | 0.0% | 0.05% | +1.9% |
Q4 2022 | $346,655 | +12.6% | 3,776 | 0.0% | 0.05% | +3.9% |
Q3 2022 | $308,000 | -8.1% | 3,776 | 0.0% | 0.05% | 0.0% |
Q2 2022 | $335,000 | -11.1% | 3,776 | -0.8% | 0.05% | -3.8% |
Q1 2022 | $377,000 | -2.1% | 3,807 | 0.0% | 0.05% | -3.6% |
Q4 2021 | $385,000 | +7.5% | 3,807 | 0.0% | 0.06% | -3.5% |
Q3 2021 | $358,000 | -3.2% | 3,807 | 0.0% | 0.06% | -3.4% |
Q2 2021 | $370,000 | +3.1% | 3,807 | 0.0% | 0.06% | -4.8% |
Q1 2021 | $359,000 | +11.1% | 3,807 | -1.4% | 0.06% | +3.3% |
Q4 2020 | $323,000 | +11.0% | 3,863 | 0.0% | 0.06% | -6.2% |
Q3 2020 | $291,000 | -7.3% | 3,863 | -9.4% | 0.06% | -13.5% |
Q2 2020 | $314,000 | +1.9% | 4,263 | -10.5% | 0.07% | -10.8% |
Q1 2020 | $308,000 | -30.2% | 4,763 | 0.0% | 0.08% | -10.8% |
Q4 2019 | $441,000 | +5.5% | 4,763 | 0.0% | 0.09% | +1.1% |
Q3 2019 | $418,000 | +2.2% | 4,763 | 0.0% | 0.09% | -4.2% |
Q2 2019 | $409,000 | +0.5% | 4,763 | 0.0% | 0.10% | -5.0% |
Q1 2019 | $407,000 | +53.0% | 4,763 | +37.7% | 0.10% | +29.5% |
Q4 2018 | $266,000 | – | 3,459 | – | 0.08% | – |
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% |