WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $683,000 | +150.2% | 1,645 | -43.0% | 0.06% | +194.7% |
| Q1 2021 | $273,000 | -11.1% | 2,886 | -41.6% | 0.02% | -9.5% |
| Q4 2020 | $307,000 | +30.1% | 4,943 | +57.8% | 0.02% | +5.0% |
| Q3 2020 | $236,000 | +10.3% | 3,132 | +2.4% | 0.02% | 0.0% |
| Q2 2020 | $214,000 | +4.9% | 3,059 | -2.8% | 0.02% | -31.0% |
| Q1 2020 | $204,000 | -33.3% | 3,148 | -4.8% | 0.03% | -12.1% |
| Q4 2019 | $306,000 | +7.4% | 3,308 | +1.4% | 0.03% | 0.0% |
| Q3 2019 | $285,000 | -17.2% | 3,262 | -18.8% | 0.03% | -17.5% |
| Q2 2019 | $344,000 | +1.2% | 4,015 | +0.8% | 0.04% | -4.8% |
| Q1 2019 | $340,000 | +11.5% | 3,982 | +0.5% | 0.04% | 0.0% |
| Q4 2018 | $305,000 | -18.0% | 3,963 | -3.7% | 0.04% | 0.0% |
| Q3 2018 | $372,000 | +5.4% | 4,116 | +0.9% | 0.04% | -2.3% |
| Q2 2018 | $353,000 | +3.5% | 4,081 | +1.0% | 0.04% | -2.3% |
| Q1 2018 | $341,000 | -2.8% | 4,039 | +1.8% | 0.04% | -8.3% |
| Q4 2017 | $351,000 | – | 3,969 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OLD DOMINION CAPITAL MANAGEMENT INC | 145,958 | $10,259,000 | 12.96% |
| Lowe Wealth Advisors, LLC | 75,250 | $5,289,000 | 3.60% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 100,192 | $7,043,000 | 3.17% |
| CAHILL FINANCIAL ADVISORS INC | 36,336 | $2,555,000 | 2.09% |
| Jacobus Wealth Management, Inc. | 103,267 | $7,259,000 | 2.08% |
| Nadler Financial Group, Inc. | 60,630 | $4,262,000 | 1.92% |
| Jaffetilchin Investment Partners, LLC | 77,784 | $5,467,000 | 1.77% |
| Well Done, LLC | 62,960 | $4,425,000 | 1.56% |
| StrategIQ Financial Group, LLC | 18,924 | $1,330,000 | 1.36% |
| Twele Capital Management, Inc. | 56,195 | $3,950,000 | 1.20% |