WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $756,195 | -0.2% | 8,250 | 0.0% | 0.04% | -11.6% |
| Q4 2022 | $757,390 | +12.5% | 8,250 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $673,000 | -8.1% | 8,250 | 0.0% | 0.04% | -8.5% |
| Q2 2022 | $732,000 | -10.4% | 8,250 | 0.0% | 0.05% | +4.4% |
| Q1 2022 | $817,000 | -2.0% | 8,250 | 0.0% | 0.04% | +7.1% |
| Q4 2021 | $834,000 | +7.6% | 8,250 | 0.0% | 0.04% | -4.5% |
| Q3 2021 | $775,000 | – | 8,250 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 75,878 | $7,379,000 | 1.16% |
| Jaffetilchin Investment Partners, LLC | 165,586 | $14,983,000 | 1.03% |
| White Pine Investment CO | 26,295 | $2,557,000 | 0.88% |
| WealthBridge Capital Management, LLC | 22,756 | $2,213,000 | 0.80% |
| Garrison Asset Management, LLC | 9,953 | $968,000 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 30,925 | $3,007,000 | 0.58% |
| Traverso Chambers Private Wealth Management, LLC | 16,708 | $1,625,000 | 0.51% |
| CAHILL FINANCIAL ADVISORS INC | 22,380 | $2,176,000 | 0.49% |
| Well Done, LLC | 21,807 | $2,121,000 | 0.47% |
| Ahrens Investment Partners LLC | 8,817 | $857,000 | 0.40% |