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 | $1,862,392 | -9.5% | 20,935 | -4.8% | 0.77% | -6.6% |
| Q2 2023 | $2,057,710 | +4.0% | 21,998 | +1.9% | 0.82% | +4.4% |
| Q1 2023 | $1,978,084 | +0.2% | 21,581 | +0.4% | 0.79% | -4.5% |
| Q4 2022 | $1,974,114 | +3.4% | 21,503 | -0.0% | 0.82% | +1.4% |
| Q3 2022 | $1,909,000 | 0.0% | 21,511 | 0.0% | 0.81% | 0.0% |
| Q2 2022 | $1,909,000 | -6.9% | 21,511 | +3.9% | 0.81% | +6.1% |
| Q1 2022 | $2,051,000 | -2.1% | 20,704 | -0.0% | 0.77% | -1.9% |
| Q4 2021 | $2,095,000 | +0.1% | 20,714 | -7.0% | 0.78% | 0.0% |
| Q3 2021 | $2,093,000 | -5.4% | 22,273 | -2.1% | 0.78% | -2.9% |
| Q2 2021 | $2,213,000 | +1.6% | 22,756 | -1.5% | 0.80% | -9.2% |
| Q1 2021 | $2,178,000 | +10.8% | 23,100 | -1.6% | 0.89% | +3.0% |
| Q4 2020 | $1,966,000 | +9.2% | 23,481 | -1.6% | 0.86% | -6.8% |
| Q3 2020 | $1,801,000 | +3.7% | 23,874 | +1.4% | 0.92% | -6.1% |
| Q2 2020 | $1,736,000 | +21.6% | 23,540 | +6.5% | 0.98% | -0.8% |
| Q1 2020 | $1,428,000 | +94.3% | 22,107 | +178.1% | 0.99% | +108.4% |
| Q4 2019 | $735,000 | +5.9% | 7,948 | +0.1% | 0.48% | -4.8% |
| Q3 2019 | $694,000 | +13.4% | 7,938 | -0.1% | 0.50% | -10.6% |
| Q2 2019 | $612,000 | -8.9% | 7,946 | +0.2% | 0.56% | +30.9% |
| Q1 2019 | $672,000 | +9.8% | 7,931 | -0.2% | 0.43% | -8.2% |
| Q4 2018 | $612,000 | – | 7,946 | – | 0.46% | – |
Download | ||||||
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% |