WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 140 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,302 | -84.6% | 172 | -83.8% | 0.00% | – |
| Q2 2023 | $99,439 | +2.1% | 1,063 | +0.1% | 0.00% | – |
| Q1 2023 | $97,380 | -2.0% | 1,062 | -1.8% | 0.00% | – |
| Q4 2022 | $99,324 | +12.9% | 1,082 | +0.1% | 0.00% | – |
| Q3 2022 | $88,000 | -8.3% | 1,081 | +0.1% | 0.00% | – |
| Q2 2022 | $96,000 | -34.7% | 1,080 | -27.0% | 0.00% | – |
| Q1 2022 | $147,000 | -2.0% | 1,480 | +0.1% | 0.00% | – |
| Q4 2021 | $150,000 | +3.4% | 1,479 | -3.8% | 0.00% | – |
| Q3 2021 | $145,000 | -4.6% | 1,538 | -2.0% | 0.00% | – |
| Q2 2021 | $152,000 | +2.7% | 1,569 | +0.1% | 0.00% | – |
| Q1 2021 | $148,000 | +13.0% | 1,568 | 0.0% | 0.00% | – |
| Q4 2020 | $131,000 | +10.1% | 1,568 | +0.1% | 0.00% | – |
| Q3 2020 | $119,000 | -94.9% | 1,566 | -95.1% | 0.00% | -100.0% |
| Q2 2020 | $2,347,000 | +14.1% | 31,839 | +0.0% | 0.00% | 0.0% |
| Q1 2020 | $2,057,000 | -30.1% | 31,838 | +0.0% | 0.00% | 0.0% |
| Q4 2019 | $2,944,000 | +4.2% | 31,837 | -1.5% | 0.00% | 0.0% |
| Q3 2019 | $2,826,000 | +1.0% | 32,312 | -0.9% | 0.00% | 0.0% |
| Q2 2019 | $2,797,000 | +0.4% | 32,607 | +0.0% | 0.00% | 0.0% |
| Q1 2019 | $2,786,000 | +11.0% | 32,601 | +0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,510,000 | -15.1% | 32,598 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $2,956,000 | +3.9% | 32,685 | -0.2% | 0.00% | 0.0% |
| Q2 2018 | $2,844,000 | -4.5% | 32,735 | -7.0% | 0.00% | 0.0% |
| Q1 2018 | $2,977,000 | -4.3% | 35,206 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $3,112,000 | +4.9% | 35,200 | +0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,968,000 | +0.9% | 35,194 | -1.6% | 0.00% | 0.0% |
| Q2 2017 | $2,942,000 | -0.3% | 35,750 | +0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,950,000 | +2.1% | 35,744 | -0.6% | 0.00% | 0.0% |
| Q4 2016 | $2,889,000 | +3.5% | 35,970 | +1.3% | 0.00% | 0.0% |
| Q3 2016 | $2,790,000 | +0.8% | 35,514 | -1.1% | 0.00% | 0.0% |
| Q2 2016 | $2,769,000 | +2.2% | 35,904 | +0.0% | 0.00% | 0.0% |
| Q1 2016 | $2,709,000 | +5.9% | 35,899 | -1.4% | 0.00% | 0.0% |
| Q4 2015 | $2,559,000 | +4.0% | 36,405 | -0.5% | 0.00% | 0.0% |
| Q3 2015 | $2,460,000 | -9.1% | 36,598 | -0.5% | 0.00% | 0.0% |
| Q2 2015 | $2,705,000 | -1.3% | 36,779 | +1.9% | 0.00% | 0.0% |
| Q1 2015 | $2,740,000 | +2.3% | 36,105 | +3.4% | 0.00% | 0.0% |
| Q4 2014 | $2,679,000 | +7.6% | 34,933 | +2.9% | 0.00% | 0.0% |
| Q3 2014 | $2,490,000 | +3092.3% | 33,933 | +3104.2% | 0.00% | – |
| Q2 2014 | $78,000 | +4.0% | 1,059 | 0.0% | 0.00% | – |
| Q1 2014 | $75,000 | +2.7% | 1,059 | 0.0% | 0.00% | – |
| Q4 2013 | $73,000 | +9.0% | 1,059 | 0.0% | 0.00% | – |
| Q3 2013 | $67,000 | +3.1% | 1,059 | 0.0% | 0.00% | – |
| Q2 2013 | $65,000 | – | 1,059 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 68,266 | $5,836,000 | 3.54% |
| Trilogy Capital Inc. | 279,769 | $23,917,000 | 2.85% |
| Salomon & Ludwin, LLC | 139,610 | $11,935,000 | 2.46% |
| Smart Money Group LLC | 31,547 | $2,697,000 | 2.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 78,100 | $6,677,000 | 1.94% |
| Jaffetilchin Investment Partners, LLC | 85,232 | $7,286,000 | 1.62% |
| StrategIQ Financial Group, LLC | 52,014 | $4,447,000 | 1.37% |
| Ruggie Capital Group | 11,280 | $964,000 | 1.14% |
| Traverso Chambers Private Wealth Management, LLC | 22,713 | $1,942,000 | 0.95% |
| Well Done, LLC | 40,288 | $3,444,000 | 0.85% |