WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $104,618 | -11.4% | 1,176 | -6.8% | 0.10% | -9.3% |
| Q2 2023 | $118,019 | -7.6% | 1,262 | -9.4% | 0.11% | -12.2% |
| Q1 2023 | $127,709 | -16.9% | 1,393 | -16.8% | 0.12% | -18.5% |
| Q4 2022 | $153,643 | +13.0% | 1,674 | +0.2% | 0.15% | -1.9% |
| Q3 2022 | $136,000 | -8.1% | 1,670 | -0.1% | 0.15% | -3.1% |
| Q2 2022 | $148,000 | -10.3% | 1,672 | +0.2% | 0.16% | -3.0% |
| Q1 2022 | $165,000 | -2.4% | 1,668 | +0.1% | 0.16% | +0.6% |
| Q4 2021 | $169,000 | – | 1,666 | – | 0.16% | – |
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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% |