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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,425 | +0.1% | 20,119 | 0.0% | 0.73% | +12.8% |
| Q1 2024 | $1,423 | +12.8% | 20,119 | +4.2% | 0.65% | +3.2% |
| Q4 2023 | $1,262 | +12.7% | 19,308 | +3.7% | 0.63% | +5.0% |
| Q3 2023 | $1,120 | -3.1% | 18,620 | 0.0% | 0.60% | +0.2% |
| Q2 2023 | $1,156 | +2.5% | 18,620 | 0.0% | 0.60% | -2.1% |
| Q1 2023 | $1,128 | -0.1% | 18,620 | 0.0% | 0.61% | -2.9% |
| Q4 2022 | $1,129 | -99.9% | 18,620 | 0.0% | 0.63% | +12.7% |
| Q3 2022 | $1,010,000 | -6.3% | 18,620 | 0.0% | 0.56% | -0.5% |
| Q2 2022 | $1,078,000 | -10.4% | 18,620 | -0.1% | 0.56% | +5.5% |
| Q1 2022 | $1,203,000 | -0.3% | 18,640 | 0.0% | 0.53% | +5.1% |
| Q4 2021 | $1,207,000 | +10.3% | 18,640 | +100.0% | 0.50% | +3.1% |
| Q3 2021 | $1,094,000 | -0.9% | 9,320 | 0.0% | 0.49% | -2.4% |
| Q2 2021 | $1,104,000 | +4.7% | 9,320 | 0.0% | 0.50% | -0.8% |
| Q1 2021 | $1,054,000 | -11.2% | 9,320 | -17.7% | 0.51% | -13.8% |
| Q4 2020 | $1,187,000 | +35.5% | 11,320 | +21.5% | 0.59% | +14.9% |
| Q3 2020 | $876,000 | +4.3% | 9,320 | 0.0% | 0.51% | -4.1% |
| Q2 2020 | $840,000 | +15.1% | 9,320 | 0.0% | 0.53% | -2.9% |
| Q1 2020 | $730,000 | -25.8% | 9,320 | 0.0% | 0.55% | -7.6% |
| Q4 2019 | $984,000 | +6.5% | 9,320 | 0.0% | 0.59% | -5.1% |
| Q3 2019 | $924,000 | +2.0% | 9,320 | 0.0% | 0.63% | -0.2% |
| Q2 2019 | $906,000 | +2.7% | 9,320 | 0.0% | 0.63% | -4.6% |
| Q1 2019 | $882,000 | +11.8% | 9,320 | 0.0% | 0.66% | +2.2% |
| Q4 2018 | $789,000 | -11.8% | 9,320 | 0.0% | 0.64% | +5.9% |
| Q3 2018 | $895,000 | +5.4% | 9,320 | 0.0% | 0.61% | -0.5% |
| Q2 2018 | $849,000 | +1.6% | 9,320 | -0.6% | 0.61% | -0.5% |
| Q1 2018 | $836,000 | -4.1% | 9,380 | 0.0% | 0.61% | -2.5% |
| Q4 2017 | $872,000 | -3.3% | 9,380 | -8.8% | 0.63% | -6.3% |
| Q3 2017 | $902,000 | +2.0% | 10,280 | -1.1% | 0.67% | +1.8% |
| Q2 2017 | $884,000 | +5.4% | 10,390 | +4.0% | 0.66% | +4.3% |
| Q1 2017 | $839,000 | +6.6% | 9,990 | +3.1% | 0.63% | +3.1% |
| Q4 2016 | $787,000 | -7.5% | 9,690 | -11.0% | 0.61% | -11.4% |
| Q3 2016 | $851,000 | +4.7% | 10,890 | +2.8% | 0.69% | -0.1% |
| Q2 2016 | $813,000 | +5.4% | 10,590 | +1.9% | 0.69% | +3.7% |
| Q1 2016 | $771,000 | +8.7% | 10,390 | +5.1% | 0.67% | +7.2% |
| Q4 2015 | $709,000 | +5.7% | 9,890 | 0.0% | 0.62% | 0.0% |
| Q3 2015 | $671,000 | -8.8% | 9,890 | -1.7% | 0.62% | -1.4% |
| Q2 2015 | $736,000 | -1.5% | 10,060 | 0.0% | 0.63% | -3.7% |
| Q1 2015 | $747,000 | -0.7% | 10,060 | 0.0% | 0.66% | -3.8% |
| Q4 2014 | $752,000 | – | 10,060 | – | 0.68% | – |
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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% |