WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 154 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382 | +8.2% | 6,353 | +11.8% | 0.02% | +20.0% |
| Q2 2023 | $353 | +5.7% | 5,685 | +3.1% | 0.02% | +7.1% |
| Q1 2023 | $334 | -80.0% | 5,515 | -80.0% | 0.01% | -83.3% |
| Q4 2022 | $1,673 | -100.0% | 27,581 | -70.1% | 0.08% | -68.7% |
| Q3 2022 | $5,001,000 | +165.6% | 92,174 | +183.5% | 0.27% | +165.3% |
| Q2 2022 | $1,883,000 | -49.6% | 32,511 | +2.1% | 0.10% | -32.7% |
| Q3 2021 | $3,739,000 | +26.4% | 31,845 | +27.6% | 0.15% | +1.4% |
| Q2 2021 | $2,958,000 | +80.1% | 24,964 | +71.8% | 0.15% | +66.3% |
| Q1 2021 | $1,642,000 | +43.7% | 14,527 | +33.3% | 0.09% | +14.1% |
| Q4 2020 | $1,143,000 | +126.8% | 10,902 | +103.3% | 0.08% | +110.8% |
| Q3 2020 | $504,000 | – | 5,362 | – | 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% |