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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $221,000 | 0.0% | 2,885 | -3.2% | 0.03% | -3.3% |
| Q1 2016 | $221,000 | 0.0% | 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 | $293,000 | – | 3,920 | – | 0.04% | – |
Download | ||||||
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% |