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 | $347,843 | -3.1% | 5,781 | 0.0% | 0.03% | +13.0% |
| Q2 2023 | $358,942 | -2.0% | 5,781 | -4.4% | 0.02% | -4.2% |
| Q1 2023 | $366,327 | -0.1% | 6,046 | 0.0% | 0.02% | +4.3% |
| Q4 2022 | $366,690 | +11.8% | 6,046 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $328,000 | -9.6% | 6,046 | -3.5% | 0.02% | +9.1% |
| Q2 2022 | $363,000 | -11.7% | 6,266 | -1.6% | 0.02% | 0.0% |
| Q1 2022 | $411,000 | -0.2% | 6,366 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $412,000 | +10.2% | 6,366 | +100.0% | 0.02% | +4.8% |
| Q3 2021 | $374,000 | -0.8% | 3,183 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $377,000 | +4.7% | 3,183 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $360,000 | +4.7% | 3,183 | -3.0% | 0.02% | -8.3% |
| Q4 2020 | $344,000 | +11.7% | 3,283 | 0.0% | 0.02% | -14.3% |
| Q3 2020 | $308,000 | +3.0% | 3,283 | -1.1% | 0.03% | +21.7% |
| Q2 2020 | $299,000 | +15.0% | 3,318 | 0.0% | 0.02% | +4.5% |
| Q1 2020 | $260,000 | -25.7% | 3,318 | 0.0% | 0.02% | -4.3% |
| Q4 2019 | $350,000 | +3.6% | 3,318 | -2.8% | 0.02% | 0.0% |
| Q3 2019 | $338,000 | +1.8% | 3,413 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $332,000 | +13.7% | 3,413 | -1.2% | 0.02% | 0.0% |
| Q4 2018 | $292,000 | -12.0% | 3,453 | 0.0% | 0.02% | -4.3% |
| Q3 2018 | $332,000 | +5.4% | 3,453 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $315,000 | -0.6% | 3,453 | -2.8% | 0.02% | -4.2% |
| Q1 2018 | $317,000 | -3.9% | 3,553 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $330,000 | +3.4% | 3,553 | -2.3% | 0.02% | 0.0% |
| Q3 2017 | $319,000 | +0.9% | 3,638 | -2.2% | 0.02% | -4.2% |
| Q2 2017 | $316,000 | 0.0% | 3,718 | -1.3% | 0.02% | 0.0% |
| Q1 2017 | $316,000 | -4.5% | 3,768 | -11.2% | 0.02% | -11.1% |
| Q3 2016 | $331,000 | -9.8% | 4,241 | -10.0% | 0.03% | -12.9% |
| Q2 2016 | $367,000 | +2.8% | 4,713 | -2.0% | 0.03% | 0.0% |
| Q1 2016 | $357,000 | +1.4% | 4,810 | -2.1% | 0.03% | -3.1% |
| Q4 2015 | $352,000 | +4.1% | 4,915 | -1.2% | 0.03% | -3.0% |
| Q3 2015 | $338,000 | – | 4,975 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |