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 | $204 | +26.7% | 2,227 | +26.7% | 0.00% | 0.0% |
| Q4 2022 | $161 | -99.9% | 1,758 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $143,000 | -8.3% | 1,758 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $156,000 | -0.6% | 1,758 | +10.8% | 0.00% | 0.0% |
| Q1 2022 | $157,000 | -15.1% | 1,587 | -13.4% | 0.00% | 0.0% |
| Q4 2021 | $185,000 | +48.0% | 1,832 | +37.4% | 0.00% | 0.0% |
| Q3 2021 | $125,000 | +28.9% | 1,333 | +33.3% | 0.00% | 0.0% |
| Q2 2021 | $97,000 | +3.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $94,000 | +13.3% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $83,000 | +10.7% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $75,000 | +1.4% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $74,000 | +13.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $65,000 | – | 1,000 | – | 0.00% | – |
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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% |