WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,788 | -3.1% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $448,662 | +102334.2% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $438 | 0.0% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $438 | -99.9% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $392,000 | -6.2% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $418,000 | -10.5% | 7,226 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $467,000 | +50.2% | 7,226 | +50.5% | 0.00% | +100.0% |
| Q4 2021 | $311,000 | +10.3% | 4,800 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $282,000 | -0.7% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $284,000 | +4.8% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $271,000 | +7.5% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $252,000 | +12.0% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $225,000 | +4.2% | 2,400 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $216,000 | -14.6% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $253,000 | +6.3% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $238,000 | +2.1% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $233,000 | +2.6% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $227,000 | +11.8% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $203,000 | -11.7% | 2,400 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $230,000 | +5.0% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $219,000 | +2.3% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $214,000 | -4.0% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $223,000 | +5.7% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $211,000 | +3.4% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $204,000 | +1.0% | 2,400 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $202,000 | +1.0% | 2,400 | -2.6% | 0.00% | 0.0% |
| Q4 2016 | $200,000 | – | 2,465 | – | 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% |