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% | – |
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% |