WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,675,450 | -2.9% | 27,845 | +0.2% | 0.02% | -5.0% |
Q2 2023 | $1,725,844 | +3.3% | 27,796 | +0.8% | 0.02% | 0.0% |
Q1 2023 | $1,671,422 | -0.9% | 27,586 | -0.8% | 0.02% | -9.1% |
Q4 2022 | $1,686,644 | +10.0% | 27,809 | -1.6% | 0.02% | -8.3% |
Q3 2022 | $1,534,000 | -6.5% | 28,269 | -0.2% | 0.02% | -4.0% |
Q2 2022 | $1,641,000 | +2.1% | 28,331 | +13.7% | 0.02% | +13.6% |
Q1 2022 | $1,608,000 | -2.5% | 24,920 | -2.2% | 0.02% | -12.0% |
Q4 2021 | $1,650,000 | +6.7% | 25,485 | +93.5% | 0.02% | -3.8% |
Q3 2021 | $1,547,000 | -0.3% | 13,172 | +0.5% | 0.03% | -7.1% |
Q2 2021 | $1,552,000 | +2.6% | 13,102 | -2.1% | 0.03% | -12.5% |
Q1 2021 | $1,513,000 | +10.8% | 13,389 | +2.6% | 0.03% | 0.0% |
Q4 2020 | $1,365,000 | -50.5% | 13,051 | -55.5% | 0.03% | -27.3% |
Q3 2020 | $2,759,000 | +129.7% | 29,327 | +120.1% | 0.04% | +25.7% |
Q2 2020 | $1,201,000 | +38.0% | 13,323 | +19.7% | 0.04% | +34.6% |
Q1 2020 | $870,000 | -22.0% | 11,131 | +5.5% | 0.03% | 0.0% |
Q4 2019 | $1,115,000 | – | 10,551 | – | 0.03% | – |
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% |