WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 124 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,657,481 | -6.3% | 63,594 | -1.4% | 0.59% | -7.9% |
| Q2 2023 | $6,035,810 | -0.4% | 64,525 | -2.4% | 0.64% | -11.2% |
| Q1 2023 | $6,062,759 | -0.7% | 66,144 | -0.5% | 0.72% | -6.6% |
| Q4 2022 | $6,103,367 | +12.3% | 66,482 | -0.2% | 0.77% | -5.0% |
| Q3 2022 | $5,436,000 | -9.3% | 66,594 | -1.4% | 0.82% | -12.1% |
| Q2 2022 | $5,991,000 | -12.7% | 67,514 | -2.5% | 0.93% | -6.8% |
| Q1 2022 | $6,862,000 | -6.8% | 69,271 | -4.8% | 1.00% | -4.5% |
| Q4 2021 | $7,360,000 | +6.0% | 72,777 | -1.5% | 1.04% | -3.5% |
| Q3 2021 | $6,943,000 | -5.9% | 73,878 | -2.6% | 1.08% | -6.7% |
| Q2 2021 | $7,379,000 | -2.2% | 75,878 | -5.1% | 1.16% | -9.5% |
| Q1 2021 | $7,542,000 | +8.8% | 79,974 | -3.4% | 1.28% | -0.4% |
| Q4 2020 | $6,929,000 | -0.0% | 82,755 | -9.9% | 1.28% | -11.0% |
| Q3 2020 | $6,930,000 | -9.2% | 91,888 | -11.3% | 1.44% | -12.3% |
| Q2 2020 | $7,636,000 | -12.4% | 103,570 | -23.3% | 1.64% | -26.7% |
| Q1 2020 | $8,717,000 | -25.1% | 134,963 | +7.2% | 2.24% | -2.9% |
| Q4 2019 | $11,644,000 | -1.5% | 125,878 | -6.9% | 2.31% | -3.4% |
| Q3 2019 | $11,827,000 | -0.5% | 135,264 | -2.4% | 2.39% | -0.4% |
| Q2 2019 | $11,881,000 | -0.5% | 138,527 | -0.8% | 2.40% | -2.3% |
| Q1 2019 | $11,935,000 | +10.1% | 139,610 | -0.9% | 2.46% | -1.9% |
| Q4 2018 | $10,842,000 | – | 140,846 | – | 2.50% | – |
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% |