WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 119 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is 1.52 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,166 | -4.9% | 2,857 | 0.0% | 0.18% | -1.6% |
| Q2 2023 | $267,250 | +2.1% | 2,857 | 0.0% | 0.19% | -4.6% |
| Q1 2023 | $261,873 | -0.9% | 2,857 | -0.7% | 0.20% | -9.7% |
| Q4 2022 | $264,214 | +12.4% | 2,878 | 0.0% | 0.22% | -0.5% |
| Q3 2022 | $235,000 | +1.7% | 2,878 | +10.8% | 0.22% | -5.7% |
| Q2 2022 | $231,000 | -11.2% | 2,598 | -1.0% | 0.23% | +10.0% |
| Q1 2022 | $260,000 | -3.0% | 2,625 | -1.1% | 0.21% | +3.5% |
| Q4 2021 | $268,000 | +4.3% | 2,655 | -2.7% | 0.20% | -1.5% |
| Q3 2021 | $257,000 | -3.0% | 2,730 | 0.0% | 0.20% | -1.0% |
| Q2 2021 | $265,000 | +3.1% | 2,730 | 0.0% | 0.21% | -3.3% |
| Q1 2021 | $257,000 | +12.2% | 2,730 | 0.0% | 0.21% | +0.9% |
| Q4 2020 | $229,000 | -14.6% | 2,730 | -23.2% | 0.21% | -25.9% |
| Q3 2020 | $268,000 | +2.3% | 3,557 | 0.0% | 0.29% | -5.0% |
| Q2 2020 | $262,000 | +13.9% | 3,557 | 0.0% | 0.30% | -5.3% |
| Q1 2020 | $230,000 | -32.7% | 3,557 | -3.9% | 0.32% | -9.1% |
| Q4 2019 | $342,000 | – | 3,702 | – | 0.35% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 68,266 | $5,836,000 | 3.54% |
| Trilogy Capital Inc. | 279,769 | $23,917,000 | 2.85% |
| Salomon & Ludwin, LLC | 139,610 | $11,935,000 | 2.46% |
| Smart Money Group LLC | 31,547 | $2,697,000 | 2.36% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 78,100 | $6,677,000 | 1.94% |
| Jaffetilchin Investment Partners, LLC | 85,232 | $7,286,000 | 1.62% |
| StrategIQ Financial Group, LLC | 52,014 | $4,447,000 | 1.37% |
| Ruggie Capital Group | 11,280 | $964,000 | 1.14% |
| Traverso Chambers Private Wealth Management, LLC | 22,713 | $1,942,000 | 0.95% |
| Well Done, LLC | 40,288 | $3,444,000 | 0.85% |