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 | $55,106 | +1.5% | 580 | 0.0% | 0.00% | – |
| Q2 2023 | $54,300 | +1.4% | 580 | 0.0% | 0.00% | – |
| Q4 2022 | $53,572 | -2.6% | 580 | -6.6% | 0.00% | – |
| Q3 2022 | $55,000 | -3.5% | 621 | +7.1% | 0.00% | – |
| Q2 2022 | $57,000 | -1.7% | 580 | 0.0% | 0.00% | – |
| Q1 2022 | $58,000 | -10.8% | 580 | -9.4% | 0.00% | – |
| Q4 2021 | $65,000 | -36.3% | 640 | -38.2% | 0.00% | – |
| Q3 2021 | $102,000 | +61.9% | 1,036 | +61.9% | 0.00% | – |
| Q2 2021 | $63,000 | +3.3% | 640 | 0.0% | 0.00% | – |
| Q1 2021 | $61,000 | +3.4% | 640 | -7.2% | 0.00% | – |
| Q4 2020 | $59,000 | +156.5% | 690 | +133.9% | 0.00% | – |
| Q3 2020 | $23,000 | +9.5% | 295 | 0.0% | 0.00% | – |
| Q2 2020 | $21,000 | -61.1% | 295 | -50.8% | 0.00% | – |
| Q3 2018 | $54,000 | +3.8% | 600 | 0.0% | 0.00% | – |
| Q2 2018 | $52,000 | +2.0% | 600 | 0.0% | 0.00% | – |
| Q1 2018 | $51,000 | -36.2% | 600 | -33.3% | 0.00% | – |
| Q4 2017 | $80,000 | +5.3% | 900 | 0.0% | 0.00% | – |
| Q3 2017 | $76,000 | +2.7% | 900 | 0.0% | 0.00% | – |
| Q2 2017 | $74,000 | +289.5% | 900 | +260.0% | 0.00% | – |
| Q2 2016 | $19,000 | -45.7% | 250 | -47.9% | 0.00% | – |
| Q3 2014 | $35,000 | 0.0% | 480 | 0.0% | 0.00% | – |
| Q2 2014 | $35,000 | +2.9% | 480 | 0.0% | 0.00% | – |
| Q1 2014 | $34,000 | +3.0% | 480 | 0.0% | 0.00% | – |
| Q4 2013 | $33,000 | +6.5% | 480 | 0.0% | 0.00% | – |
| Q3 2013 | $31,000 | +3.3% | 480 | 0.0% | 0.00% | – |
| Q2 2013 | $30,000 | – | 480 | – | 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% |