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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,137,213 | -3.1% | 18,900 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $1,173,501 | +2.5% | 18,900 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $1,145,151 | -0.1% | 18,900 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $1,146,285 | +11.7% | 18,900 | 0.0% | 0.02% | +4.3% |
| Q3 2022 | $1,026,000 | -6.2% | 18,900 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $1,094,000 | -10.3% | 18,900 | 0.0% | 0.02% | +4.5% |
| Q1 2022 | $1,220,000 | -0.3% | 18,900 | 0.0% | 0.02% | +10.0% |
| Q4 2021 | $1,224,000 | +10.3% | 18,900 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $1,110,000 | -0.9% | 9,450 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,120,000 | +4.9% | 9,450 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $1,068,000 | +7.8% | 9,450 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $991,000 | +11.6% | 9,450 | 0.0% | 0.02% | -4.5% |
| Q3 2020 | $888,000 | +4.2% | 9,450 | 0.0% | 0.02% | -4.3% |
| Q2 2020 | $852,000 | +15.1% | 9,450 | 0.0% | 0.02% | -4.2% |
| Q1 2020 | $740,000 | -25.9% | 9,450 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $998,000 | +6.5% | 9,450 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $937,000 | +2.1% | 9,450 | 0.0% | 0.03% | -3.6% |
| Q2 2019 | $918,000 | +2.7% | 9,450 | 0.0% | 0.03% | -3.4% |
| Q1 2019 | $894,000 | +11.8% | 9,450 | 0.0% | 0.03% | -3.3% |
| Q4 2018 | $800,000 | -11.9% | 9,450 | 0.0% | 0.03% | +3.4% |
| Q3 2018 | $908,000 | – | 9,450 | – | 0.03% | – |
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% |