WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 172 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,898,000 | +7.4% | 17,970 | +0.8% | 0.01% | 0.0% |
| Q3 2019 | $1,768,000 | +37.4% | 17,831 | +34.7% | 0.01% | +33.3% |
| Q2 2019 | $1,287,000 | -3.9% | 13,238 | -6.5% | 0.01% | -10.0% |
| Q1 2019 | $1,339,000 | -26.9% | 14,157 | -34.6% | 0.01% | -37.5% |
| Q4 2018 | $1,831,000 | -15.9% | 21,635 | -4.6% | 0.02% | -11.1% |
| Q3 2018 | $2,177,000 | +7.7% | 22,675 | -0.0% | 0.02% | -5.3% |
| Q2 2018 | $2,021,000 | 0.0% | 22,680 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $2,021,000 | -13.1% | 22,680 | -9.4% | 0.02% | -13.6% |
| Q4 2017 | $2,327,000 | +22.6% | 25,036 | +15.8% | 0.02% | +4.8% |
| Q3 2017 | $1,898,000 | +3.9% | 21,623 | +0.8% | 0.02% | 0.0% |
| Q2 2017 | $1,826,000 | +0.2% | 21,460 | -1.2% | 0.02% | -8.7% |
| Q1 2017 | $1,823,000 | +9.8% | 21,719 | +5.8% | 0.02% | 0.0% |
| Q4 2016 | $1,660,000 | +25.8% | 20,538 | +21.4% | 0.02% | +15.0% |
| Q3 2016 | $1,320,000 | +22.4% | 16,911 | +20.4% | 0.02% | +17.6% |
| Q2 2016 | $1,078,000 | +12.5% | 14,044 | +8.9% | 0.02% | 0.0% |
| Q1 2016 | $958,000 | -35.8% | 12,896 | -38.1% | 0.02% | -39.3% |
| Q4 2015 | $1,492,000 | -12.3% | 20,819 | -17.0% | 0.03% | -20.0% |
| Q3 2015 | $1,702,000 | -9.6% | 25,074 | -2.5% | 0.04% | 0.0% |
| Q2 2015 | $1,883,000 | +1.1% | 25,729 | +2.5% | 0.04% | -2.8% |
| Q1 2015 | $1,862,000 | +8.1% | 25,093 | +8.8% | 0.04% | -5.3% |
| Q4 2014 | $1,723,000 | +86.3% | 23,054 | +78.0% | 0.04% | +52.0% |
| Q3 2014 | $925,000 | +1.3% | 12,955 | +1.5% | 0.02% | 0.0% |
| Q2 2014 | $913,000 | +97.2% | 12,762 | +88.0% | 0.02% | +78.6% |
| Q1 2014 | $463,000 | +7.4% | 6,787 | +5.7% | 0.01% | +7.7% |
| Q4 2013 | $431,000 | +8.8% | 6,418 | +0.2% | 0.01% | 0.0% |
| Q3 2013 | $396,000 | +12.5% | 6,407 | +9.9% | 0.01% | 0.0% |
| Q2 2013 | $352,000 | – | 5,830 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 309,400 | $18,765,095 | 13.26% |
| 626 Financial, LLC | 310,943 | $18,858,705 | 13.11% |
| Vertex Planning Partners, LLC | 510,071 | $30,935,778 | 12.07% |
| FFG RETIREMENT ADVISORS LLC | 125,775 | $7,628,254 | 6.96% |
| Melone Private Wealth, LLC | 99,957 | $6,062,420 | 5.14% |
| Arrow Investment Advisors, LLC | 114,024 | $6,915,555 | 4.86% |
| Rooted Wealth Advisors, Inc. | 77,563 | $4,704 | 3.95% |
| Connecticut Wealth Management, LLC | 530,892 | $32,198,626 | 2.73% |
| MGO Private Wealth, LLC | 78,558 | $4,764,514 | 2.17% |
| Avant Capital LLC | 22,971 | $1,393,220 | 1.71% |