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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $490,000 | +11.9% | 5,179 | 0.0% | 0.13% | -2.9% |
| Q4 2018 | $438,000 | -11.9% | 5,179 | 0.0% | 0.14% | +5.4% |
| Q3 2018 | $497,000 | +5.3% | 5,179 | 0.0% | 0.13% | -3.0% |
| Q2 2018 | $472,000 | +2.4% | 5,179 | 0.0% | 0.13% | +1.5% |
| Q1 2018 | $461,000 | -14.3% | 5,179 | -10.6% | 0.13% | -9.6% |
| Q4 2017 | $538,000 | +8.5% | 5,794 | +2.6% | 0.15% | -9.3% |
| Q3 2017 | $496,000 | -8.7% | 5,649 | -11.5% | 0.16% | -10.6% |
| Q2 2017 | $543,000 | -0.2% | 6,382 | -1.6% | 0.18% | +1.1% |
| Q1 2017 | $544,000 | -8.7% | 6,488 | -11.7% | 0.18% | -10.6% |
| Q4 2016 | $596,000 | +0.2% | 7,346 | -3.6% | 0.20% | -4.3% |
| Q3 2016 | $595,000 | +5.7% | 7,621 | +3.7% | 0.21% | +10.1% |
| Q2 2016 | $563,000 | -1.6% | 7,346 | -4.8% | 0.19% | -0.5% |
| Q1 2016 | $572,000 | – | 7,719 | – | 0.19% | – |
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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% |