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 | $1,599,764 | -3.5% | 17,982 | +1.5% | 0.00% | -33.3% |
Q2 2023 | $1,657,835 | -1.7% | 17,723 | -3.7% | 0.00% | 0.0% |
Q1 2023 | $1,687,130 | -2.2% | 18,405 | -2.1% | 0.00% | 0.0% |
Q4 2022 | $1,725,870 | +40.2% | 18,797 | +24.7% | 0.00% | 0.0% |
Q3 2022 | $1,231,000 | -15.3% | 15,075 | -7.9% | 0.00% | 0.0% |
Q2 2022 | $1,454,000 | -16.9% | 16,368 | -8.7% | 0.00% | 0.0% |
Q1 2022 | $1,749,000 | -34.5% | 17,933 | -32.1% | 0.00% | -40.0% |
Q4 2021 | $2,671,000 | +46.4% | 26,418 | +36.2% | 0.01% | +25.0% |
Q3 2021 | $1,825,000 | -2.9% | 19,403 | +0.5% | 0.00% | 0.0% |
Q2 2021 | $1,879,000 | -1.6% | 19,304 | -4.7% | 0.00% | -20.0% |
Q1 2021 | $1,909,000 | -3.2% | 20,252 | -13.9% | 0.01% | 0.0% |
Q4 2020 | $1,972,000 | -3.4% | 23,532 | -13.3% | 0.01% | -16.7% |
Q3 2020 | $2,041,000 | -13.1% | 27,131 | -14.8% | 0.01% | -25.0% |
Q2 2020 | $2,349,000 | -3.0% | 31,848 | -34.6% | 0.01% | -20.0% |
Q1 2020 | $2,422,000 | – | 48,729 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Salomon & Ludwin, LLC | 69,271 | $6,862,000 | 1.00% |
White Pine Investment CO | 27,681 | $2,742,000 | 0.93% |
Jaffetilchin Investment Partners, LLC | 82,793 | $7,667,000 | 0.90% |
WealthBridge Capital Management, LLC | 20,704 | $2,051,000 | 0.77% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,300 | $2,902,000 | 0.52% |
Traverso Chambers Private Wealth Management, LLC | 16,463 | $1,631,000 | 0.49% |
CAHILL FINANCIAL ADVISORS INC | 21,902 | $2,170,000 | 0.41% |
Well Done, LLC | 19,598 | $1,941,000 | 0.39% |
Fingerlakes Wealth Management, Inc. | 3,315 | $328,000 | 0.38% |
RS CRUM INC. | 6,675 | $661,000 | 0.37% |