WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,753 | -3.1% | 428 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $26,575 | +2.5% | 428 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $25,933 | -0.1% | 428 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $25,958 | +12.9% | 428 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $23,000 | -84.9% | 428 | -83.7% | 0.00% | -85.7% |
| Q2 2022 | $152,000 | -36.1% | 2,620 | -13.8% | 0.01% | -51.7% |
| Q1 2020 | $238,000 | -25.9% | 3,038 | 0.0% | 0.03% | +7.4% |
| Q4 2019 | $321,000 | +47.2% | 3,038 | +33.7% | 0.03% | -22.9% |
| Q3 2018 | $218,000 | +5.3% | 2,272 | 0.0% | 0.04% | +6.1% |
| Q2 2018 | $207,000 | +2.0% | 2,272 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $203,000 | -19.8% | 2,272 | -16.7% | 0.03% | -17.5% |
| Q4 2017 | $253,000 | +5.9% | 2,726 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $239,000 | +3.0% | 2,726 | 0.0% | 0.04% | +14.7% |
| Q2 2017 | $232,000 | -16.8% | 2,726 | -18.0% | 0.03% | -12.8% |
| Q1 2017 | $279,000 | +3.3% | 3,323 | 0.0% | 0.04% | -4.9% |
| Q4 2016 | $270,000 | +3.8% | 3,323 | 0.0% | 0.04% | +5.1% |
| Q3 2016 | $260,000 | +2.0% | 3,323 | 0.0% | 0.04% | -4.9% |
| Q2 2016 | $255,000 | – | 3,323 | – | 0.04% | – |
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% |