WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 112 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is 0.96 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $313 | -4.9% | 3,517 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $329 | +2.2% | 3,517 | 0.0% | 0.04% | -5.0% |
| Q1 2023 | $322 | -0.3% | 3,517 | 0.0% | 0.04% | -13.0% |
| Q4 2022 | $323 | -99.9% | 3,517 | 0.0% | 0.05% | +7.0% |
| Q3 2022 | $287,000 | -8.0% | 3,517 | 0.0% | 0.04% | -4.4% |
| Q2 2022 | $312,000 | -11.1% | 3,517 | -0.7% | 0.04% | 0.0% |
| Q1 2022 | $351,000 | -2.0% | 3,543 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $358,000 | +7.5% | 3,543 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $333,000 | -3.5% | 3,543 | 0.0% | 0.05% | -9.6% |
| Q2 2021 | $345,000 | +3.3% | 3,543 | 0.0% | 0.05% | -10.3% |
| Q1 2021 | $334,000 | +12.5% | 3,543 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $297,000 | – | 3,543 | – | 0.06% | – |
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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% |