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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $107,106 | +2.1% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $104,951 | -0.2% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $105,117 | +13.0% | 1,145 | 0.0% | 0.01% | -14.3% |
| Q3 2022 | $93,000 | -8.8% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $102,000 | -9.7% | 1,145 | 0.0% | 0.01% | +16.7% |
| Q1 2022 | $113,000 | -2.6% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $116,000 | -99.9% | 1,145 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $107,607,000 | -3.4% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $111,346,000 | +3.1% | 1,145 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $107,976,000 | +112375.0% | 1,145 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $96,000 | -99.9% | 1,145 | 0.0% | 0.01% | -45.5% |
| Q3 2020 | $86,356,000 | +2.2% | 1,145 | -75.2% | 0.01% | -8.3% |
| Q2 2020 | $84,505,000 | +14.3% | 4,614 | +303.0% | 0.01% | -7.7% |
| Q1 2020 | $73,956,000 | -30.2% | 1,145 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $105,913,000 | +105813.0% | 1,145 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $100,000 | -99.9% | 1,145 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $98,207,000 | +0.3% | 1,145 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $97,886,000 | – | 1,145 | – | 0.02% | – |
Download | ||||||
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% |