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 | $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 ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |