WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111 | +122.0% | 1,837 | +126.2% | 0.00% | – |
| Q2 2023 | $50 | +38.9% | 812 | +36.9% | 0.00% | – |
| Q1 2023 | $36 | 0.0% | 593 | 0.0% | 0.00% | – |
| Q4 2022 | $36 | -99.9% | 593 | 0.0% | 0.00% | – |
| Q3 2022 | $32,000 | -30.4% | 593 | -25.9% | 0.00% | – |
| Q2 2022 | $46,000 | -29.2% | 800 | -20.1% | 0.00% | – |
| Q1 2022 | $65,000 | -98.5% | 1,001 | -98.5% | 0.00% | -100.0% |
| Q4 2021 | $4,300,000 | -21.0% | 66,416 | +44.6% | 0.03% | -30.2% |
| Q2 2021 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q3 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q2 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q4 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $5,443,000 | 0.0% | 45,944 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $5,443,000 | +2720.2% | 45,944 | +1916.9% | 0.04% | +760.0% |
| Q4 2018 | $193,000 | +171.8% | 2,278 | +208.7% | 0.01% | +150.0% |
| Q3 2018 | $71,000 | – | 738 | – | 0.00% | – |
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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% |