Sigma Planning Corp - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$952,207
-3.6%
15,825
-0.5%
0.04%
+2.9%
Q2 2023$987,308
+2.5%
15,901
+0.1%
0.04%
+9.4%
Q1 2023$962,842
+16.2%
15,891
+16.3%
0.03%
+6.7%
Q4 2022$828,596
+16.7%
13,661
+4.3%
0.03%
+11.1%
Q3 2022$710,000
-15.6%
13,092
-9.8%
0.03%
-6.9%
Q2 2022$841,000
+36.1%
14,519
+51.7%
0.03%
+52.6%
Q1 2022$618,000
-1.6%
9,571
-1.4%
0.02%
+5.6%
Q4 2021$628,000
-60.8%
9,705
-28.9%
0.02%
-62.5%
Q3 2021$1,602,000
+8.0%
13,647
+9.0%
0.05%
+9.1%
Q2 2021$1,483,000
+10.2%
12,516
+5.1%
0.04%
+2.3%
Q1 2021$1,346,000
+531.9%
11,904
+353.8%
0.04%
+87.0%
Q4 2016$213,000
-2.3%
2,623
-6.0%
0.02%
-11.5%
Q3 2016$218,000
-1.4%
2,790
-3.3%
0.03%
-10.3%
Q2 2016$221,0000.0%2,885
-3.2%
0.03%
-3.3%
Q1 2016$221,0000.0%2,981
-3.3%
0.03%
-3.2%
Q4 2015$221,000
+3.8%
3,083
-1.7%
0.03%
-8.8%
Q3 2015$213,000
-15.5%
3,136
-8.9%
0.03%
-2.9%
Q2 2015$252,000
-5.3%
3,442
-4.1%
0.04%0.0%
Q1 2015$266,000
-9.2%
3,588
-8.5%
0.04%
-10.3%
Q4 2014$293,0003,9200.04%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
626 Financial, LLC 314,548$18,926,33212.80%
Pinnacle Financial Group, LLC / IL 308,137$18,540,59411.03%
Vertex Planning Partners, LLC 338,573$20,371,9327.01%
Melone Private Wealth, LLC 114,754$6,904,7344.94%
FFG RETIREMENT ADVISORS LLC 96,567$5,810,4364.82%
Avant Capital LLC 29,271$1,761,2562.01%
KLR INVESTMENT ADVISORS, LLC 22,357$1,354,6371.23%
Capital Advisory Group Advisory Services, LLC 34,282$2,062,7481.17%
Connecticut Wealth Management, LLC 282,675$17,008,5551.16%
MGO Private Wealth, LLC 21,831$1,313,5870.98%
View complete list of WISDOMTREE TR shareholders