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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,059 | -87.4% | 3,448 | -87.7% | 0.02% | -87.6% |
| Q1 2023 | $1,699,316 | -11.0% | 28,046 | -10.9% | 0.12% | -17.7% |
| Q4 2022 | $1,909,952 | +40.5% | 31,491 | +25.7% | 0.15% | +30.1% |
| Q3 2022 | $1,359,000 | -7.4% | 25,055 | -1.2% | 0.11% | -3.4% |
| Q2 2022 | $1,468,000 | +33.7% | 25,348 | +49.0% | 0.12% | +58.1% |
| Q1 2022 | $1,098,000 | +8.5% | 17,011 | +8.8% | 0.07% | +12.1% |
| Q4 2021 | $1,012,000 | +54.3% | 15,638 | +182.3% | 0.07% | +26.9% |
| Q2 2021 | $656,000 | +24.5% | 5,539 | +18.8% | 0.05% | +2.0% |
| Q1 2021 | $527,000 | +29.5% | 4,662 | +20.1% | 0.05% | +21.4% |
| Q4 2020 | $407,000 | +37.5% | 3,882 | +23.3% | 0.04% | +82.6% |
| Q3 2020 | $296,000 | – | 3,148 | – | 0.02% | – |
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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% |