WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 114 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $22,455 | -32.1% | 225 | -30.8% | 0.01% | +85.7% |
| Q1 2024 | $33,078 | +6.1% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $31,168 | +2.5% | 325 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $30,401 | +2.1% | 325 | 0.0% | 0.01% | +14.3% |
| Q1 2023 | $29,790 | -3.2% | 325 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $30,774 | – | 325 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lowe Wealth Advisors, LLC | 69,058 | $5,316,000 | 3.63% |
| Smart Money Group LLC | 42,175 | $3,247,000 | 3.36% |
| Salomon & Ludwin, LLC | 140,846 | $10,842,000 | 2.50% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 79,200 | $6,097,000 | 1.96% |
| Jaffetilchin Investment Partners, LLC | 84,766 | $6,525,000 | 1.63% |
| Trilogy Capital Inc. | 133,744 | $10,296,000 | 1.38% |
| StrategIQ Financial Group, LLC | 45,013 | $3,465,000 | 1.19% |
| Traverso Chambers Private Wealth Management, LLC | 23,078 | $1,777,000 | 0.96% |
| Nadler Financial Group, Inc. | 35,653 | $2,745,000 | 0.90% |
| CAHILL FINANCIAL ADVISORS INC | 22,922 | $1,765,000 | 0.88% |