WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 123 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is 0.78 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $121,433 | -9.3% | 1,365 | -4.6% | 0.08% | -2.4% |
| Q2 2023 | $133,858 | +2.1% | 1,431 | 0.0% | 0.08% | -5.6% |
| Q1 2023 | $131,165 | -6.0% | 1,431 | -6.5% | 0.09% | -17.6% |
| Q4 2022 | $139,535 | -1.0% | 1,531 | -9.4% | 0.11% | -1.8% |
| Q3 2022 | $141,000 | -7.8% | 1,690 | -1.5% | 0.11% | -0.9% |
| Q2 2022 | $153,000 | -22.3% | 1,716 | -12.9% | 0.11% | -8.3% |
| Q1 2022 | $197,000 | -3.4% | 1,970 | -2.6% | 0.12% | +0.8% |
| Q4 2021 | $204,000 | +5.7% | 2,022 | -1.0% | 0.12% | +1.7% |
| Q3 2021 | $193,000 | -6.3% | 2,043 | -3.5% | 0.12% | -6.3% |
| Q2 2021 | $206,000 | -5.1% | 2,117 | -8.1% | 0.13% | -6.7% |
| Q1 2021 | $217,000 | +7.4% | 2,304 | -1.8% | 0.14% | +8.9% |
| Q4 2020 | $202,000 | 0.0% | 2,346 | -12.5% | 0.12% | -12.1% |
| Q3 2020 | $202,000 | -8.6% | 2,680 | -10.6% | 0.14% | -37.9% |
| Q2 2020 | $221,000 | +2.3% | 2,998 | -1.5% | 0.23% | +1.3% |
| Q1 2020 | $216,000 | -27.0% | 3,044 | -5.0% | 0.22% | -1.8% |
| Q4 2019 | $296,000 | – | 3,205 | – | 0.23% | – |
Download | ||||||
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% |