WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $921,384 | -77.7% | 15,313 | -77.0% | 0.00% | -100.0% |
| Q2 2023 | $4,128,613 | +184.6% | 66,494 | +177.8% | 0.00% | – |
| Q1 2023 | $1,450,525 | -59.7% | 23,940 | -59.7% | 0.00% | -100.0% |
| Q4 2022 | $3,600,911 | +115.1% | 59,372 | +92.5% | 0.00% | – |
| Q3 2022 | $1,674,000 | -78.2% | 30,844 | -76.8% | 0.00% | -100.0% |
| Q2 2022 | $7,694,000 | +62.9% | 132,865 | +81.6% | 0.00% | +100.0% |
| Q1 2022 | $4,724,000 | +17.3% | 73,165 | +17.7% | 0.00% | – |
| Q4 2021 | $4,026,000 | +46.0% | 62,186 | +164.7% | 0.00% | – |
| Q3 2021 | $2,758,000 | +64.4% | 23,493 | +58.2% | 0.00% | – |
| Q1 2021 | $1,678,000 | -76.2% | 14,846 | -77.9% | 0.00% | -100.0% |
| Q4 2020 | $7,056,000 | +415.0% | 67,300 | +361.5% | 0.00% | – |
| Q3 2020 | $1,370,000 | +99.7% | 14,582 | +91.6% | 0.00% | – |
| Q2 2020 | $686,000 | -86.7% | 7,610 | -88.4% | 0.00% | -100.0% |
| Q1 2020 | $5,144,000 | +227.6% | 65,685 | +341.6% | 0.00% | – |
| Q4 2019 | $1,570,000 | +163.0% | 14,876 | +147.1% | 0.00% | – |
| Q3 2019 | $597,000 | +92.0% | 6,021 | +63.9% | 0.00% | – |
| Q4 2018 | $311,000 | -54.3% | 3,674 | -48.1% | 0.00% | – |
| Q3 2018 | $680,000 | +43.8% | 7,084 | +36.4% | 0.00% | – |
| Q2 2018 | $473,000 | -79.3% | 5,192 | -79.8% | 0.00% | -100.0% |
| Q1 2018 | $2,286,000 | +202.4% | 25,643 | +215.4% | 0.00% | – |
| Q4 2017 | $756,000 | -68.6% | 8,130 | -70.4% | 0.00% | -100.0% |
| Q3 2017 | $2,410,000 | -37.4% | 27,457 | -39.3% | 0.00% | -50.0% |
| Q2 2017 | $3,850,000 | +10.4% | 45,261 | +9.0% | 0.00% | 0.0% |
| Q1 2017 | $3,488,000 | +193.4% | 41,532 | +183.8% | 0.00% | +100.0% |
| Q4 2016 | $1,189,000 | +315.7% | 14,636 | +299.8% | 0.00% | – |
| Q3 2016 | $286,000 | -88.1% | 3,661 | -88.3% | 0.00% | -100.0% |
| Q2 2016 | $2,402,000 | +64.4% | 31,299 | +53.4% | 0.00% | 0.0% |
| Q4 2015 | $1,461,000 | -81.9% | 20,403 | -82.8% | 0.00% | -66.7% |
| Q3 2015 | $8,074,000 | +287.6% | 118,922 | +317.8% | 0.00% | +200.0% |
| Q2 2015 | $2,083,000 | -67.1% | 28,462 | -66.5% | 0.00% | -66.7% |
| Q1 2015 | $6,329,000 | +198.1% | 85,075 | +199.4% | 0.00% | +200.0% |
| Q4 2014 | $2,123,000 | -40.8% | 28,419 | -43.4% | 0.00% | 0.0% |
| Q3 2014 | $3,586,000 | -38.3% | 50,224 | -38.2% | 0.00% | -66.7% |
| Q2 2014 | $5,813,000 | -37.5% | 81,258 | -40.4% | 0.00% | -25.0% |
| Q1 2014 | $9,302,000 | +39.0% | 136,318 | +25.8% | 0.00% | 0.0% |
| Q3 2013 | $6,693,000 | +93.8% | 108,342 | +89.3% | 0.00% | +100.0% |
| Q2 2013 | $3,453,000 | – | 57,220 | – | 0.00% | – |
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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% |