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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |