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 | $703,949 | -3.9% | 7,680 | -3.8% | 0.00% | 0.0% |
| Q4 2022 | $732,603 | +12.5% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $651,000 | -8.2% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $709,000 | -10.4% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $791,000 | -2.0% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $807,000 | +7.6% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $750,000 | -3.4% | 7,980 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $776,000 | +3.2% | 7,980 | 0.0% | 0.00% | -50.0% |
| Q1 2021 | $752,000 | +10.1% | 7,980 | -2.2% | 0.00% | +100.0% |
| Q4 2020 | $683,000 | +11.1% | 8,156 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $615,000 | +2.3% | 8,156 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $601,000 | +14.0% | 8,156 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $527,000 | -30.1% | 8,156 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $754,000 | +5.8% | 8,156 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $713,000 | -2.6% | 8,156 | -4.3% | 0.00% | 0.0% |
| Q2 2019 | $732,000 | +0.4% | 8,526 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $729,000 | +1.7% | 8,526 | -8.4% | 0.00% | 0.0% |
| Q4 2018 | $717,000 | -14.8% | 9,311 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $842,000 | -2.2% | 9,311 | -6.1% | 0.00% | -33.3% |
| Q2 2018 | $861,000 | -3.0% | 9,911 | -5.7% | 0.00% | 0.0% |
| Q1 2018 | $888,000 | +8.7% | 10,511 | +13.7% | 0.00% | +50.0% |
| Q4 2017 | $817,000 | +492.0% | 9,241 | +466.6% | 0.00% | – |
| Q3 2017 | $138,000 | +3.0% | 1,631 | 0.0% | 0.00% | – |
| Q2 2017 | $134,000 | +436.0% | 1,631 | +443.7% | 0.00% | – |
| Q1 2017 | $25,000 | -35.9% | 300 | -37.6% | 0.00% | – |
| Q4 2016 | $39,000 | -4.9% | 481 | -8.9% | 0.00% | – |
| Q3 2016 | $41,000 | 0.0% | 528 | -0.6% | 0.00% | – |
| Q2 2016 | $41,000 | -6.8% | 531 | -8.6% | 0.00% | – |
| Q1 2016 | $44,000 | +7.3% | 581 | 0.0% | 0.00% | – |
| Q4 2015 | $41,000 | +5.1% | 581 | 0.0% | 0.00% | – |
| Q3 2015 | $39,000 | -17.0% | 581 | -9.1% | 0.00% | – |
| Q2 2015 | $47,000 | -4.1% | 639 | 0.0% | 0.00% | – |
| Q1 2015 | $49,000 | +36.1% | 639 | +38.0% | 0.00% | – |
| Q4 2014 | $36,000 | +2.9% | 463 | -2.1% | 0.00% | – |
| Q3 2014 | $35,000 | 0.0% | 473 | 0.0% | 0.00% | – |
| Q2 2014 | $35,000 | -2.8% | 473 | -6.7% | 0.00% | – |
| Q1 2014 | $36,000 | +71.4% | 507 | +69.0% | 0.00% | – |
| Q4 2013 | $21,000 | +250.0% | 300 | +200.0% | 0.00% | – |
| Q3 2013 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2013 | $6,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 69,271 | $6,862,000 | 1.00% |
| White Pine Investment CO | 27,681 | $2,742,000 | 0.93% |
| Jaffetilchin Investment Partners, LLC | 82,793 | $7,667,000 | 0.90% |
| WealthBridge Capital Management, LLC | 20,704 | $2,051,000 | 0.77% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,300 | $2,902,000 | 0.52% |
| Traverso Chambers Private Wealth Management, LLC | 16,463 | $1,631,000 | 0.49% |
| CAHILL FINANCIAL ADVISORS INC | 21,902 | $2,170,000 | 0.41% |
| Well Done, LLC | 19,598 | $1,941,000 | 0.39% |
| Fingerlakes Wealth Management, Inc. | 3,315 | $328,000 | 0.38% |
| RS CRUM INC. | 6,675 | $661,000 | 0.37% |