WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,622 | +90.5% | 9,500 | +96.6% | 0.00% | – |
| Q2 2023 | $300,089 | -6.6% | 4,833 | -8.8% | 0.00% | – |
| Q1 2023 | $321,196 | -12.3% | 5,301 | -12.2% | 0.00% | -100.0% |
| Q4 2022 | $366,092 | +34.1% | 6,036 | +19.9% | 0.00% | – |
| Q3 2022 | $273,000 | -6.2% | 5,035 | 0.0% | 0.00% | – |
| Q2 2022 | $291,000 | -19.2% | 5,035 | -9.8% | 0.00% | -100.0% |
| Q1 2022 | $360,000 | +2.3% | 5,582 | +2.8% | 0.00% | 0.0% |
| Q4 2021 | $352,000 | +17.7% | 5,432 | +113.6% | 0.00% | 0.0% |
| Q3 2021 | $299,000 | -0.7% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $301,000 | +4.5% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $288,000 | +7.9% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $267,000 | +11.7% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $239,000 | +4.4% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | +28.7% | 2,543 | +12.0% | 0.00% | 0.0% |
| Q1 2020 | $178,000 | -29.1% | 2,271 | -4.6% | 0.00% | 0.0% |
| Q4 2019 | $251,000 | +6.4% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $236,000 | +2.2% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $231,000 | -11.5% | 2,380 | -13.6% | 0.00% | 0.0% |
| Q1 2019 | $261,000 | +18.1% | 2,755 | +5.5% | 0.00% | 0.0% |
| Q4 2018 | $221,000 | -12.0% | 2,611 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $251,000 | +5.5% | 2,611 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $238,000 | -42.8% | 2,611 | -44.1% | 0.00% | -66.7% |
| Q1 2018 | $416,000 | -4.1% | 4,668 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $434,000 | +933.3% | 4,668 | +882.7% | 0.00% | – |
| Q3 2017 | $42,000 | +5.0% | 475 | 0.0% | 0.00% | – |
| Q2 2017 | $40,000 | +2.6% | 475 | 0.0% | 0.00% | – |
| Q1 2017 | $39,000 | +2.6% | 475 | 0.0% | 0.00% | – |
| Q4 2016 | $38,000 | +2.7% | 475 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $37,000 | +428.6% | 475 | +375.0% | 0.00% | – |
| Q1 2016 | $7,000 | -74.1% | 100 | -72.5% | 0.00% | -100.0% |
| Q4 2014 | $27,000 | +800.0% | 364 | +746.5% | 0.00% | – |
| Q2 2013 | $3,000 | – | 43 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 626 Financial, LLC | 314,548 | $18,926,332 | 12.80% |
| Pinnacle Financial Group, LLC / IL | 308,137 | $18,540,594 | 11.03% |
| Vertex Planning Partners, LLC | 338,573 | $20,371,932 | 7.01% |
| Melone Private Wealth, LLC | 114,754 | $6,904,734 | 4.94% |
| FFG RETIREMENT ADVISORS LLC | 96,567 | $5,810,436 | 4.82% |
| Avant Capital LLC | 29,271 | $1,761,256 | 2.01% |
| KLR INVESTMENT ADVISORS, LLC | 22,357 | $1,354,637 | 1.23% |
| Capital Advisory Group Advisory Services, LLC | 34,282 | $2,062,748 | 1.17% |
| Connecticut Wealth Management, LLC | 282,675 | $17,008,555 | 1.16% |
| MGO Private Wealth, LLC | 21,831 | $1,313,587 | 0.98% |