WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 109 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Noble Family Wealth, LLC | 84,555 | $7,522,225 | 2.54% |
| Jaffetilchin Investment Partners, LLC | 85,960 | $7,647,239 | 0.84% |
| WealthBridge Capital Management, LLC | 20,935 | $1,862,392 | 0.77% |
| White Pine Investment CO | 20,475 | $1,822 | 0.64% |
| Salomon & Ludwin, LLC | 63,594 | $5,657,481 | 0.59% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 27,975 | $2,488,726 | 0.49% |
| Westside Investment Management, Inc. | 18,225 | $1,621,348 | 0.47% |
| Traverso Chambers Private Wealth Management, LLC | 16,491 | $1,467,094 | 0.39% |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4,901 | $436,005 | 0.38% |
| Well Done, LLC | 18,285 | $1,626,681 | 0.36% |