WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $724,267 | -5.6% | 12,037 | -2.6% | 0.13% | +1.6% |
| Q2 2023 | $767,185 | +2.5% | 12,356 | 0.0% | 0.13% | -9.8% |
| Q1 2023 | $748,650 | -0.1% | 12,356 | 0.0% | 0.14% | -9.5% |
| Q4 2022 | $749,391 | +14.1% | 12,356 | +2.1% | 0.16% | +7.5% |
| Q3 2022 | $657,000 | -5.7% | 12,104 | +0.6% | 0.15% | +7.3% |
| Q2 2022 | $697,000 | -10.8% | 12,030 | -0.6% | 0.14% | +8.7% |
| Q1 2022 | $781,000 | +3.0% | 12,105 | +3.4% | 0.13% | +2.4% |
| Q4 2021 | $758,000 | +10.0% | 11,704 | +99.5% | 0.12% | +1.7% |
| Q3 2021 | $689,000 | +9.0% | 5,867 | +10.0% | 0.12% | +9.0% |
| Q2 2021 | $632,000 | +4.8% | 5,332 | 0.0% | 0.11% | -3.5% |
| Q1 2021 | $603,000 | +7.9% | 5,332 | 0.0% | 0.12% | +3.6% |
| Q4 2020 | $559,000 | +11.6% | 5,332 | 0.0% | 0.11% | -2.6% |
| Q3 2020 | $501,000 | +4.4% | 5,332 | 0.0% | 0.11% | -3.4% |
| Q2 2020 | $480,000 | +10.9% | 5,332 | -3.6% | 0.12% | -11.9% |
| Q1 2020 | $433,000 | -34.2% | 5,532 | -11.2% | 0.13% | -10.1% |
| Q4 2019 | $658,000 | +6.5% | 6,231 | 0.0% | 0.15% | -4.5% |
| Q3 2019 | $618,000 | +2.1% | 6,231 | 0.0% | 0.16% | +16.4% |
| Q2 2019 | $605,000 | +4.7% | 6,231 | +2.0% | 0.13% | +6.3% |
| Q1 2019 | $578,000 | +21.2% | 6,111 | +8.3% | 0.13% | -35.7% |
| Q4 2018 | $477,000 | -24.2% | 5,641 | -16.2% | 0.20% | +35.2% |
| Q4 2017 | $629,000 | +31.0% | 6,731 | +18.6% | 0.14% | +9.8% |
| Q2 2017 | $480,000 | – | 5,674 | – | 0.13% | – |
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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% |