WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $6,915,555 | +4.2% | 114,024 | -6.8% | 4.86% | -5.2% |
| Q3 2022 | $6,638,000 | +20.1% | 122,339 | +28.2% | 5.13% | +16.1% |
| Q2 2022 | $5,527,000 | +12.2% | 95,427 | +25.0% | 4.42% | +20.9% |
| Q1 2022 | $4,928,000 | -79.2% | 76,330 | -76.0% | 3.65% | -15.8% |
| Q1 2015 | $23,644,000 | +2.0% | 317,837 | +2.4% | 4.34% | -2.2% |
| Q4 2014 | $23,188,000 | +4.1% | 310,411 | -0.5% | 4.43% | +10.0% |
| Q3 2014 | $22,281,000 | – | 312,100 | – | 4.03% | – |
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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% |