WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 38 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $689,020 | -25.9% | 11,451 | -23.5% | 0.01% | -26.7% |
| Q2 2023 | $929,408 | -2.7% | 14,969 | -5.1% | 0.02% | -6.2% |
| Q1 2023 | $955,658 | -3.8% | 15,773 | -3.7% | 0.02% | -11.1% |
| Q4 2022 | $993,266 | +10.2% | 16,377 | -1.3% | 0.02% | -25.0% |
| Q3 2022 | $901,000 | -10.2% | 16,598 | -4.2% | 0.02% | +4.3% |
| Q2 2022 | $1,003,000 | -12.4% | 17,328 | -2.3% | 0.02% | 0.0% |
| Q1 2022 | $1,145,000 | -20.3% | 17,742 | -20.1% | 0.02% | -20.7% |
| Q4 2021 | $1,437,000 | +8.5% | 22,193 | +96.7% | 0.03% | +11.5% |
| Q3 2021 | $1,325,000 | +10.4% | 11,284 | +11.4% | 0.03% | -7.1% |
| Q2 2021 | $1,200,000 | +14.0% | 10,131 | +8.8% | 0.03% | -3.4% |
| Q1 2021 | $1,053,000 | +28.1% | 9,311 | +18.7% | 0.03% | +11.5% |
| Q4 2020 | $822,000 | +60.5% | 7,843 | +43.9% | 0.03% | +36.8% |
| Q3 2020 | $512,000 | +14.3% | 5,450 | +9.7% | 0.02% | 0.0% |
| Q2 2020 | $448,000 | +35.3% | 4,968 | +17.6% | 0.02% | +5.6% |
| Q1 2020 | $331,000 | -30.9% | 4,224 | -6.8% | 0.02% | -10.0% |
| Q4 2019 | $479,000 | +17.1% | 4,534 | -24.9% | 0.02% | -48.7% |
| Q3 2015 | $409,000 | -6.0% | 6,041 | +1.3% | 0.04% | +5.4% |
| Q2 2015 | $435,000 | -17.9% | 5,964 | -16.2% | 0.04% | -24.5% |
| Q1 2015 | $530,000 | +66.1% | 7,118 | +66.1% | 0.05% | +58.1% |
| Q4 2014 | $319,000 | +4.2% | 4,285 | 0.0% | 0.03% | +34.8% |
| Q3 2014 | $306,000 | -0.3% | 4,285 | 0.0% | 0.02% | -32.4% |
| Q2 2014 | $307,000 | +2.7% | 4,285 | -2.1% | 0.03% | -17.1% |
| Q1 2014 | $299,000 | +31.7% | 4,379 | +30.1% | 0.04% | +20.6% |
| Q4 2013 | $227,000 | +8.6% | 3,367 | 0.0% | 0.03% | -8.1% |
| Q3 2013 | $209,000 | +3.5% | 3,367 | 0.0% | 0.04% | -11.9% |
| Q2 2013 | $202,000 | – | 3,367 | – | 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% |