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 | $261,372 | -4.9% | 2,938 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $274,827 | +33.6% | 2,938 | +30.9% | 0.00% | 0.0% |
Q1 2023 | $205,777 | -9.9% | 2,245 | -9.8% | 0.00% | 0.0% |
Q4 2022 | $228,410 | +12.5% | 2,488 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $203,000 | -8.1% | 2,488 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $221,000 | -10.2% | 2,488 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $246,000 | -2.4% | 2,488 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $252,000 | +103.2% | 2,488 | +88.5% | 0.00% | – |
Q3 2021 | $124,000 | -3.1% | 1,320 | 0.0% | 0.00% | – |
Q2 2021 | $128,000 | -6.6% | 1,320 | -8.9% | 0.00% | -100.0% |
Q1 2021 | $137,000 | -66.9% | 1,449 | -70.7% | 0.00% | -50.0% |
Q4 2020 | $414,000 | +11.3% | 4,939 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $372,000 | +2.2% | 4,939 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $364,000 | +14.1% | 4,939 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $319,000 | -35.4% | 4,939 | -7.5% | 0.00% | -33.3% |
Q4 2019 | $494,000 | +5.8% | 5,339 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $467,000 | -5.5% | 5,339 | -7.4% | 0.00% | 0.0% |
Q2 2019 | $494,000 | +0.2% | 5,764 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $493,000 | +28.1% | 5,764 | +15.3% | 0.00% | 0.0% |
Q4 2018 | $385,000 | -18.9% | 5,000 | -4.8% | 0.00% | 0.0% |
Q3 2018 | $475,000 | -1.9% | 5,251 | -5.6% | 0.00% | 0.0% |
Q2 2018 | $484,000 | +68.6% | 5,565 | +63.7% | 0.00% | +50.0% |
Q1 2018 | $287,000 | -4.7% | 3,400 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $301,000 | +4.9% | 3,400 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $287,000 | +2.5% | 3,400 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $280,000 | -6.0% | 3,400 | -4.9% | 0.00% | 0.0% |
Q1 2017 | $298,000 | +3.8% | 3,575 | 0.0% | 0.00% | -33.3% |
Q4 2016 | $287,000 | +2.1% | 3,575 | 0.0% | 0.00% | +50.0% |
Q3 2016 | $281,000 | -6.3% | 3,575 | -8.2% | 0.00% | -33.3% |
Q2 2016 | $300,000 | -0.3% | 3,895 | -2.5% | 0.00% | 0.0% |
Q1 2016 | $301,000 | +7.5% | 3,995 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $280,000 | -3.1% | 3,995 | -7.1% | 0.00% | 0.0% |
Q3 2015 | $289,000 | -28.5% | 4,300 | -21.8% | 0.00% | +200.0% |
Q2 2015 | $404,000 | +2.0% | 5,500 | +5.4% | 0.00% | 0.0% |
Q1 2015 | $396,000 | -1.0% | 5,220 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $400,000 | – | 5,220 | – | 0.00% | – |
Download |
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% |