LPL Financial LLC - WISDOMTREE TR ownership

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
LPL Financial LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$32,388,653
+8.7%
538,286
+12.2%
0.02%
+9.5%
Q2 2023$29,786,743
-4.3%
479,735
-6.6%
0.02%
-12.5%
Q1 2023$31,136,850
+9.3%
513,894
+9.4%
0.02%0.0%
Q4 2022$28,495,009
+17.3%
469,827
+5.0%
0.02%
+4.3%
Q3 2022$24,283,000
-13.9%
447,527
-8.1%
0.02%
-14.8%
Q2 2022$28,205,000
+5.3%
487,055
+17.4%
0.03%
+17.4%
Q1 2022$26,775,000
-22.7%
414,724
-22.5%
0.02%
-20.7%
Q4 2021$34,650,000
+7.2%
535,217
+94.5%
0.03%
-3.3%
Q3 2021$32,319,000
-7.6%
275,242
-6.7%
0.03%
-14.3%
Q2 2021$34,970,000
-27.1%
295,158
-30.5%
0.04%
-36.4%
Q1 2021$47,996,000
+13.6%
424,591
+5.4%
0.06%0.0%
Q4 2020$42,248,000
+14.2%
402,933
+2.4%
0.06%
-5.2%
Q3 2020$36,986,000
+12.7%
393,656
+8.1%
0.06%
+1.8%
Q2 2020$32,816,000
+42.9%
364,180
+24.2%
0.06%
+16.3%
Q1 2020$22,968,000
+24.6%
293,262
+67.9%
0.05%
+44.1%
Q4 2019$18,435,000
+23.0%
174,623
+15.5%
0.03%
+13.3%
Q3 2019$14,982,000
+36.0%
151,169
+33.4%
0.03%
+30.4%
Q2 2019$11,014,000
-76.4%
113,351
-77.0%
0.02%
-78.3%
Q1 2019$46,614,000
+15.2%
492,593
+3.0%
0.11%
-1.9%
Q4 2018$40,470,000
-10.6%
478,257
+1.4%
0.11%
-0.9%
Q3 2018$45,287,000
+6.0%
471,539
+0.6%
0.11%
-2.7%
Q2 2018$42,732,000
+5.5%
468,866
+3.2%
0.11%0.0%
Q1 2018$40,512,000
-2.7%
454,532
+1.5%
0.11%
-11.8%
Q4 2017$41,634,000
+14.6%
447,869
+8.1%
0.13%
-0.8%
Q3 2017$36,344,000
+8.8%
414,141
+5.5%
0.13%
+0.8%
Q2 2017$33,404,000
+28.1%
392,716
+26.3%
0.13%
-28.7%
Q1 2017$26,077,000
+0.5%
310,961
-1.9%
0.18%
-9.6%
Q4 2016$25,938,000
+13.1%
317,056
+7.0%
0.20%
-9.6%
Q3 2016$22,926,000
+8.4%
296,319
+7.7%
0.22%
+21.8%
Q2 2016$21,146,000
-47.1%
275,235
-49.3%
0.18%
+61.3%
Q1 2016$39,997,000
-15.4%
543,139
-18.4%
0.11%
-15.3%
Q4 2015$47,285,000
+118.7%
665,611
+116.3%
0.13%
+10.1%
Q3 2015$21,618,000
-6.3%
307,687
-2.3%
0.12%
+1.7%
Q2 2015$23,068,000
-2.5%
314,881
-1.5%
0.12%
-3.3%
Q1 2015$23,659,000
+12.7%
319,581
+13.8%
0.12%
+5.2%
Q4 2014$20,992,000
+11.5%
280,806
+5.3%
0.12%
+2.7%
Q3 2014$18,822,000
+0.2%
266,709
+1.5%
0.11%
+2.8%
Q2 2014$18,790,000
+7.5%
262,644
+2.6%
0.11%
+1.9%
Q1 2014$17,475,000
+6.0%
255,970
+4.2%
0.11%
+3.9%
Q4 2013$16,493,000
+8.5%
245,723
+1.7%
0.10%
+2.0%
Q3 2013$15,205,000
+8.2%
241,695
+3.8%
0.10%0.0%
Q2 2013$14,047,000232,7570.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 280,938$16,269,00013.87%
626 Financial, LLC 309,238$17,901,00013.57%
Melone Private Wealth, LLC 100,550$5,893,0004.99%
Arrow Investment Advisors, LLC 95,427$5,527,0004.42%
Connecticut Wealth Management, LLC 539,572$31,247,0002.73%
Avant Capital LLC 23,431$1,357,0001.76%
Capital Advisory Group Advisory Services, LLC 32,872$1,994,0001.19%
S.C. Financial Services, Inc. 11,254$652,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,344$1,004,0000.92%
Dorsey Wright & Associates 49,019$2,839,0000.83%
View complete list of WISDOMTREE TR shareholders