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 | $224,541 | -4.9% | 2,524 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $236,101 | +2.1% | 2,524 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $231,350 | -0.2% | 2,524 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $231,715 | +12.5% | 2,524 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $206,000 | -29.5% | 2,524 | -23.4% | 0.02% | -22.2% |
| Q2 2022 | $292,000 | -10.4% | 3,293 | 0.0% | 0.03% | +3.8% |
| Q1 2022 | $326,000 | -2.1% | 3,293 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $333,000 | -12.8% | 3,293 | -19.0% | 0.03% | -18.8% |
| Q3 2021 | $382,000 | -18.7% | 4,063 | -15.9% | 0.03% | -22.0% |
| Q2 2021 | $470,000 | +3.1% | 4,833 | 0.0% | 0.04% | -4.7% |
| Q1 2021 | $456,000 | +12.6% | 4,833 | 0.0% | 0.04% | +7.5% |
| Q4 2020 | $405,000 | +11.0% | 4,833 | 0.0% | 0.04% | +5.3% |
| Q3 2020 | $365,000 | +2.5% | 4,833 | 0.0% | 0.04% | -13.6% |
| Q2 2020 | $356,000 | +14.1% | 4,833 | 0.0% | 0.04% | -4.3% |
| Q1 2020 | $312,000 | -30.2% | 4,833 | 0.0% | 0.05% | -9.8% |
| Q4 2019 | $447,000 | +3.7% | 4,833 | -2.0% | 0.05% | -5.6% |
| Q3 2019 | $431,000 | +1.9% | 4,933 | 0.0% | 0.05% | +10.2% |
| Q2 2019 | $423,000 | +0.2% | 4,933 | 0.0% | 0.05% | +14.0% |
| Q1 2019 | $422,000 | +11.1% | 4,933 | 0.0% | 0.04% | -2.3% |
| Q4 2018 | $380,000 | -14.8% | 4,933 | 0.0% | 0.04% | -4.3% |
| Q3 2018 | $446,000 | +4.0% | 4,933 | 0.0% | 0.05% | -4.2% |
| Q2 2018 | $429,000 | +2.9% | 4,933 | 0.0% | 0.05% | 0.0% |
| Q1 2018 | $417,000 | -11.7% | 4,933 | -7.6% | 0.05% | -5.9% |
| Q4 2017 | $472,000 | +4.9% | 5,340 | 0.0% | 0.05% | +2.0% |
| Q3 2017 | $450,000 | -1.1% | 5,340 | -3.3% | 0.05% | -15.3% |
| Q2 2017 | $455,000 | -14.2% | 5,523 | -14.0% | 0.06% | -14.5% |
| Q1 2017 | $530,000 | +1.9% | 6,421 | -0.8% | 0.07% | -8.0% |
| Q4 2016 | $520,000 | +22.1% | 6,476 | +19.6% | 0.08% | +15.4% |
| Q3 2016 | $426,000 | +0.7% | 5,416 | -1.3% | 0.06% | +3.2% |
| Q2 2016 | $423,000 | -20.6% | 5,490 | -22.2% | 0.06% | -24.1% |
| Q1 2016 | $533,000 | +1.5% | 7,060 | -5.4% | 0.08% | +1.2% |
| Q4 2015 | $525,000 | +2.3% | 7,463 | -2.3% | 0.08% | +5.1% |
| Q3 2015 | $513,000 | -21.9% | 7,637 | -14.5% | 0.08% | -14.3% |
| Q2 2015 | $657,000 | -24.9% | 8,936 | -22.4% | 0.09% | -26.6% |
| Q1 2015 | $875,000 | -40.9% | 11,522 | -40.3% | 0.12% | -46.6% |
| Q4 2014 | $1,481,000 | -42.8% | 19,308 | -45.2% | 0.23% | -41.3% |
| Q3 2014 | $2,588,000 | -11.0% | 35,265 | -10.4% | 0.40% | -17.7% |
| Q2 2014 | $2,908,000 | +0.0% | 39,354 | -4.9% | 0.48% | +2.6% |
| Q1 2014 | $2,907,000 | -48.4% | 41,384 | -49.5% | 0.47% | -49.8% |
| Q4 2013 | $5,632,000 | +6.5% | 81,894 | -1.4% | 0.93% | -5.0% |
| Q3 2013 | $5,286,000 | -12.7% | 83,067 | -14.6% | 0.98% | -23.7% |
| Q2 2013 | $6,056,000 | – | 97,252 | – | 1.28% | – |
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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% |