WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 55 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,560,886 | -9.8% | 42,224 | -13.9% | 0.75% | -10.1% |
| Q2 2022 | $2,839,000 | -2.4% | 49,019 | +8.8% | 0.83% | +22.9% |
| Q1 2022 | $2,910,000 | -69.4% | 45,070 | -64.8% | 0.68% | -84.5% |
| Q1 2015 | $9,500,000 | -1.0% | 127,951 | -0.3% | 4.35% | -1.1% |
| Q4 2014 | $9,592,000 | -69.7% | 128,319 | -71.0% | 4.40% | -0.5% |
| Q3 2014 | $31,625,000 | +236.3% | 442,993 | +238.5% | 4.42% | +300.5% |
| Q2 2014 | $9,405,000 | – | 130,856 | – | 1.10% | – |
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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% |