WISDOMTREE TR's ticker is DTN and the CUSIP is 97717W406. A total of 118 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is 1.73 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $238,692 | +12.6% | 2,600 | 0.0% | 0.00% | – |
| Q3 2022 | $212,000 | -8.2% | 2,600 | 0.0% | 0.00% | – |
| Q2 2022 | $231,000 | -10.5% | 2,600 | 0.0% | 0.00% | – |
| Q1 2022 | $258,000 | -1.9% | 2,600 | 0.0% | 0.00% | – |
| Q4 2021 | $263,000 | -8.7% | 2,600 | -15.2% | 0.00% | – |
| Q3 2021 | $288,000 | +35.2% | 3,067 | +27.2% | 0.00% | – |
| Q4 2017 | $213,000 | -43.5% | 2,412 | -46.1% | 0.00% | – |
| Q3 2017 | $377,000 | +47.3% | 4,474 | +43.6% | 0.00% | – |
| Q2 2017 | $256,000 | +21.3% | 3,115 | +18.5% | 0.00% | – |
| Q4 2016 | $211,000 | -1.4% | 2,629 | -3.7% | 0.00% | – |
| Q3 2016 | $214,000 | -14.7% | 2,729 | -16.1% | 0.00% | – |
| Q2 2016 | $251,000 | +12.6% | 3,254 | +11.8% | 0.00% | – |
| Q4 2014 | $223,000 | +4.2% | 2,910 | 0.0% | 0.00% | – |
| Q3 2014 | $214,000 | -15.4% | 2,910 | -15.0% | 0.00% | – |
| Q2 2014 | $253,000 | – | 3,425 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Salomon & Ludwin, LLC | 69,271 | $6,862,000 | 1.00% |
| White Pine Investment CO | 27,681 | $2,742,000 | 0.93% |
| Jaffetilchin Investment Partners, LLC | 82,793 | $7,667,000 | 0.90% |
| WealthBridge Capital Management, LLC | 20,704 | $2,051,000 | 0.77% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 29,300 | $2,902,000 | 0.52% |
| Traverso Chambers Private Wealth Management, LLC | 16,463 | $1,631,000 | 0.49% |
| CAHILL FINANCIAL ADVISORS INC | 21,902 | $2,170,000 | 0.41% |
| Well Done, LLC | 19,598 | $1,941,000 | 0.39% |
| Fingerlakes Wealth Management, Inc. | 3,315 | $328,000 | 0.38% |
| RS CRUM INC. | 6,675 | $661,000 | 0.37% |