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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $415,000 | +11.0% | 4,960 | 0.0% | 0.11% | -12.0% |
| Q3 2020 | $374,000 | +2.2% | 4,960 | 0.0% | 0.12% | -25.1% |
| Q2 2020 | $366,000 | +14.4% | 4,960 | 0.0% | 0.17% | -24.1% |
| Q1 2020 | $320,000 | -30.3% | 4,960 | 0.0% | 0.22% | -22.3% |
| Q4 2019 | $459,000 | +5.8% | 4,960 | 0.0% | 0.28% | -9.6% |
| Q3 2019 | $434,000 | +2.1% | 4,960 | 0.0% | 0.31% | -2.5% |
| Q2 2019 | $425,000 | – | 4,960 | – | 0.32% | – |
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% |