WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,892,857 | +2.3% | 62,697 | -0.2% | 0.06% | -3.2% |
| Q1 2023 | $3,805,476 | -10.3% | 62,807 | -10.2% | 0.06% | -15.1% |
| Q4 2022 | $4,241,436 | +11.8% | 69,933 | 0.0% | 0.07% | -1.4% |
| Q3 2022 | $3,795,000 | -6.3% | 69,933 | 0.0% | 0.07% | +1.4% |
| Q2 2022 | $4,050,000 | -10.3% | 69,933 | 0.0% | 0.07% | +5.8% |
| Q1 2022 | $4,515,000 | -2.8% | 69,933 | -2.6% | 0.07% | 0.0% |
| Q4 2021 | $4,646,000 | +0.9% | 71,766 | +83.0% | 0.07% | -6.8% |
| Q3 2021 | $4,604,000 | -1.2% | 39,208 | -0.3% | 0.07% | -1.3% |
| Q2 2021 | $4,660,000 | +1.7% | 39,329 | -2.9% | 0.08% | -3.8% |
| Q1 2021 | $4,580,000 | +6.9% | 40,515 | -0.9% | 0.08% | -1.3% |
| Q4 2020 | $4,286,000 | +4.9% | 40,875 | -6.0% | 0.08% | -3.7% |
| Q3 2020 | $4,084,000 | +4.3% | 43,467 | 0.0% | 0.08% | -3.5% |
| Q2 2020 | $3,917,000 | +15.1% | 43,467 | 0.0% | 0.08% | +2.4% |
| Q1 2020 | $3,404,000 | -18.3% | 43,467 | +10.1% | 0.08% | +7.8% |
| Q4 2019 | $4,167,000 | +6.5% | 39,470 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $3,912,000 | +2.0% | 39,470 | 0.0% | 0.08% | +1.3% |
| Q2 2019 | $3,835,000 | +2.7% | 39,470 | 0.0% | 0.08% | +1.3% |
| Q1 2019 | $3,735,000 | +11.8% | 39,470 | 0.0% | 0.08% | -1.3% |
| Q4 2018 | $3,340,000 | -11.9% | 39,470 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $3,791,000 | +5.4% | 39,470 | 0.0% | 0.08% | 0.0% |
| Q2 2018 | $3,597,000 | +2.2% | 39,470 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $3,518,000 | -9.0% | 39,470 | -5.1% | 0.08% | -2.6% |
| Q4 2017 | $3,865,000 | +5.9% | 41,572 | 0.0% | 0.08% | +1.3% |
| Q3 2017 | $3,648,000 | +3.2% | 41,572 | 0.0% | 0.08% | -4.9% |
| Q2 2017 | $3,536,000 | +1.3% | 41,572 | 0.0% | 0.08% | -2.4% |
| Q1 2017 | $3,492,000 | +3.0% | 41,572 | -0.3% | 0.08% | 0.0% |
| Q4 2016 | $3,389,000 | +4.0% | 41,712 | 0.0% | 0.08% | +1.2% |
| Q3 2016 | $3,259,000 | +1.8% | 41,712 | 0.0% | 0.08% | +1.2% |
| Q2 2016 | $3,201,000 | +2.1% | 41,712 | -1.2% | 0.08% | -1.2% |
| Q1 2016 | $3,135,000 | +3.6% | 42,240 | 0.0% | 0.08% | -1.2% |
| Q4 2015 | $3,027,000 | +5.5% | 42,240 | 0.0% | 0.08% | -1.2% |
| Q3 2015 | $2,868,000 | -7.2% | 42,240 | 0.0% | 0.08% | 0.0% |
| Q2 2015 | $3,092,000 | -3.0% | 42,240 | -1.6% | 0.08% | +25.4% |
| Q1 2015 | $3,188,000 | -0.7% | 42,935 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $3,210,000 | +4.7% | 42,935 | 0.0% | 0.07% | +3.1% |
| Q3 2014 | $3,065,000 | -3.0% | 42,935 | -2.8% | 0.06% | -1.5% |
| Q2 2014 | $3,159,000 | +4.6% | 44,162 | -0.2% | 0.07% | +1.5% |
| Q1 2014 | $3,021,000 | +1.6% | 44,252 | -0.1% | 0.06% | 0.0% |
| Q4 2013 | $2,972,000 | +8.6% | 44,282 | 0.0% | 0.06% | +1.6% |
| Q3 2013 | $2,736,000 | +2.4% | 44,282 | 0.0% | 0.06% | 0.0% |
| Q2 2013 | $2,672,000 | +1.8% | 44,282 | 0.0% | 0.06% | -3.0% |
| Q1 2013 | $2,625,000 | +10.4% | 44,282 | +0.2% | 0.07% | -2.9% |
| Q4 2012 | $2,377,000 | – | 44,182 | – | 0.07% | – |
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% |