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 | $73,852 | -1.9% | 740 | 0.0% | 0.00% | – |
| Q1 2024 | $75,317 | +6.1% | 740 | 0.0% | 0.00% | – |
| Q4 2023 | $70,969 | +7.8% | 740 | 0.0% | 0.00% | – |
| Q3 2023 | $65,832 | -4.9% | 740 | 0.0% | 0.00% | – |
| Q2 2023 | $69,221 | +2.1% | 740 | 0.0% | 0.00% | – |
| Q1 2023 | $67,828 | -60.9% | 740 | -60.8% | 0.00% | – |
| Q4 2022 | $173,512 | +12.7% | 1,890 | 0.0% | 0.00% | – |
| Q3 2022 | $154,000 | -8.3% | 1,890 | 0.0% | 0.00% | – |
| Q2 2022 | $168,000 | -10.2% | 1,890 | 0.0% | 0.00% | – |
| Q1 2022 | $187,000 | -2.1% | 1,890 | 0.0% | 0.00% | – |
| Q4 2021 | $191,000 | +7.3% | 1,890 | 0.0% | 0.00% | – |
| Q3 2021 | $178,000 | -3.3% | 1,890 | 0.0% | 0.00% | – |
| Q2 2021 | $184,000 | +3.4% | 1,890 | 0.0% | 0.00% | – |
| Q1 2021 | $178,000 | +12.7% | 1,890 | 0.0% | 0.00% | – |
| Q4 2020 | $158,000 | +10.5% | 1,890 | 0.0% | 0.00% | – |
| Q3 2020 | $143,000 | +62.5% | 1,890 | +64.3% | 0.00% | – |
| Q2 2020 | $88,000 | – | 1,150 | – | 0.00% | – |
Download | ||||||
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% |