WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $219,562 | -4.1% | 2,468 | +0.8% | 0.00% | – |
Q2 2023 | $229,004 | +1.5% | 2,448 | -0.5% | 0.00% | – |
Q1 2023 | $225,509 | -0.7% | 2,460 | -0.6% | 0.00% | – |
Q4 2022 | $227,082 | -29.7% | 2,474 | -37.5% | 0.00% | -100.0% |
Q3 2022 | $323,000 | +49.5% | 3,956 | +62.1% | 0.00% | – |
Q2 2022 | $216,000 | -32.1% | 2,440 | -23.9% | 0.00% | -100.0% |
Q1 2022 | $318,000 | -1.9% | 3,207 | +0.2% | 0.00% | – |
Q4 2021 | $324,000 | +44.0% | 3,201 | +33.5% | 0.00% | – |
Q3 2021 | $225,000 | -2.6% | 2,398 | +0.8% | 0.00% | – |
Q2 2021 | $231,000 | +3.6% | 2,379 | +0.8% | 0.00% | – |
Q1 2021 | $223,000 | -13.2% | 2,360 | -30.9% | 0.00% | -100.0% |
Q3 2020 | $257,000 | -26.4% | 3,413 | -27.9% | 0.00% | 0.0% |
Q2 2020 | $349,000 | +15.2% | 4,735 | +1.0% | 0.00% | 0.0% |
Q1 2020 | $303,000 | -43.0% | 4,690 | -18.5% | 0.00% | 0.0% |
Q4 2019 | $532,000 | – | 5,755 | – | 0.00% | – |
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% |