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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |