WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 2 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| 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% |