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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $206,000 | -1.9% | 2,077 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $210,000 | +4.0% | 2,077 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $202,000 | -10.6% | 2,077 | -13.1% | 0.00% | 0.0% |
| Q1 2021 | $226,000 | +12.4% | 2,390 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $201,000 | -3.8% | 2,390 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $209,000 | -47.8% | 2,390 | -53.0% | 0.00% | -66.7% |
| Q3 2016 | $400,000 | +3.6% | 5,090 | +1.6% | 0.00% | 0.0% |
| Q2 2016 | $386,000 | +48.5% | 5,009 | +45.4% | 0.00% | +50.0% |
| Q1 2016 | $260,000 | +7.4% | 3,445 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $242,000 | +4.3% | 3,445 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $232,000 | -8.3% | 3,445 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $253,000 | -3.1% | 3,445 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $261,000 | -12.7% | 3,445 | -11.6% | 0.00% | 0.0% |
| Q4 2014 | $299,000 | -34.4% | 3,895 | -37.2% | 0.00% | -33.3% |
| Q3 2014 | $456,000 | +1281.8% | 6,202 | +1278.2% | 0.00% | +200.0% |
| Q2 2014 | $33,000 | – | 450 | – | 0.00% | – |
Download | ||||||
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% |