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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Salomon & Ludwin, LLC | 134,963 | $8,717,000 | 2.24% |
Lowe Wealth Advisors, LLC | 45,238 | $2,922,000 | 2.06% |
Jaffetilchin Investment Partners, LLC | 84,752 | $5,474,000 | 1.93% |
Blue Sky Asset Management, LLC | 61,096 | $3,946,000 | 1.59% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 74,615 | $4,819,000 | 1.58% |
WealthBridge Capital Management, LLC | 22,107 | $1,428,000 | 0.99% |
White Pine Investment CO | 21,375 | $1,381,000 | 0.79% |
Well Done, LLC | 38,490 | $2,486,000 | 0.75% |
CAHILL FINANCIAL ADVISORS INC | 22,773 | $1,471,000 | 0.68% |
Garrison Asset Management, LLC | 14,033 | $906,000 | 0.61% |