WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,501 | -12.0% | 5,300 | -7.5% | 0.06% | -7.2% |
| Q2 2023 | $535,997 | -5.2% | 5,730 | -7.1% | 0.07% | -6.8% |
| Q1 2023 | $565,542 | +94949.1% | 6,170 | -4.8% | 0.07% | -7.5% |
| Q4 2022 | $595 | -99.9% | 6,480 | -7.1% | 0.08% | -2.4% |
| Q3 2022 | $569,000 | -16.4% | 6,975 | -9.1% | 0.08% | -11.8% |
| Q2 2022 | $681,000 | -10.4% | 7,670 | 0.0% | 0.09% | +5.7% |
| Q1 2022 | $760,000 | -20.5% | 7,670 | -18.8% | 0.09% | -11.1% |
| Q4 2021 | $956,000 | +7.7% | 9,450 | 0.0% | 0.10% | 0.0% |
| Q3 2021 | $888,000 | -3.4% | 9,450 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $919,000 | +3.1% | 9,450 | 0.0% | 0.10% | 0.0% |
| Q1 2021 | $891,000 | -3.0% | 9,450 | -13.9% | 0.10% | -6.5% |
| Q4 2020 | $919,000 | -12.7% | 10,970 | -21.4% | 0.11% | -21.7% |
| Q3 2020 | $1,053,000 | – | 13,962 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Trilogy Capital Inc. | 424,216 | $36,517,000 | 3.89% |
| Financial Gravity Asset Management, Inc. | 45,993 | $4,021,000 | 3.46% |
| Lowe Wealth Advisors, LLC | 62,538 | $5,468,000 | 3.27% |
| Salomon & Ludwin, LLC | 135,264 | $11,827,000 | 2.39% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 77,915 | $6,812,000 | 1.86% |
| Jaffetilchin Investment Partners, LLC | 85,278 | $7,456,000 | 1.78% |
| Smart Money Group LLC | 22,786 | $1,992,000 | 1.60% |
| StrategIQ Financial Group, LLC | 58,646 | $5,128,000 | 1.45% |
| Ruggie Capital Group | 11,280 | $986,000 | 1.31% |
| Well Done, LLC | 88,096 | $7,702,000 | 0.93% |