WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $210,841 | -6.2% | 2,370 | -1.4% | 0.10% | -3.0% |
| Q2 2023 | $224,782 | +2.1% | 2,403 | 0.0% | 0.10% | -4.7% |
| Q1 2023 | $220,259 | -4.1% | 2,403 | -4.0% | 0.11% | -7.0% |
| Q4 2022 | $229,787 | +12.6% | 2,503 | 0.0% | 0.11% | -3.4% |
| Q3 2022 | $204,000 | -8.1% | 2,503 | 0.0% | 0.12% | -7.8% |
| Q2 2022 | $222,000 | -10.5% | 2,503 | 0.0% | 0.13% | -7.9% |
| Q1 2022 | $248,000 | -2.0% | 2,503 | 0.0% | 0.14% | -9.2% |
| Q4 2021 | $253,000 | +7.7% | 2,503 | 0.0% | 0.15% | +2.7% |
| Q3 2021 | $235,000 | -3.3% | 2,503 | 0.0% | 0.15% | -5.1% |
| Q2 2021 | $243,000 | -38.3% | 2,503 | -40.2% | 0.16% | -45.3% |
| Q1 2021 | $394,000 | +12.6% | 4,183 | 0.0% | 0.29% | -2.4% |
| Q4 2020 | $350,000 | +11.1% | 4,183 | 0.0% | 0.29% | -8.1% |
| Q3 2020 | $315,000 | +2.3% | 4,183 | 0.0% | 0.32% | -14.0% |
| Q2 2020 | $308,000 | +14.1% | 4,183 | 0.0% | 0.37% | -11.4% |
| Q1 2020 | $270,000 | -31.8% | 4,183 | -2.3% | 0.42% | -10.8% |
| Q4 2019 | $396,000 | +5.9% | 4,283 | 0.0% | 0.47% | -2.9% |
| Q3 2019 | $374,000 | -1.6% | 4,283 | -3.3% | 0.48% | -7.4% |
| Q2 2019 | $380,000 | -1.8% | 4,430 | -2.2% | 0.52% | -5.4% |
| Q1 2019 | $387,000 | -5.6% | 4,530 | -15.0% | 0.55% | -19.5% |
| Q4 2018 | $410,000 | – | 5,330 | – | 0.69% | – |
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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% |