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 | $1,373,961 | -5.1% | 15,444 | -0.2% | 0.07% | -1.4% |
| Q2 2023 | $1,447,823 | +2.4% | 15,478 | +0.4% | 0.07% | -19.5% |
| Q1 2023 | $1,413,650 | -0.5% | 15,423 | -0.4% | 0.09% | -13.9% |
| Q4 2022 | $1,421,391 | +12.1% | 15,483 | -0.3% | 0.10% | -2.9% |
| Q3 2022 | $1,268,000 | -9.6% | 15,533 | -1.8% | 0.10% | -11.1% |
| Q2 2022 | $1,403,000 | -12.3% | 15,815 | -2.0% | 0.12% | +2.6% |
| Q1 2022 | $1,599,000 | -9.5% | 16,140 | -7.6% | 0.11% | -13.6% |
| Q4 2021 | $1,766,000 | – | 17,464 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |