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 | $2,132,469 | -3.1% | 35,441 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,200,769 | +1.8% | 35,445 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $2,161,970 | -0.5% | 35,682 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $2,172,209 | +17.0% | 35,815 | +4.7% | 0.00% | 0.0% |
| Q3 2022 | $1,856,000 | -10.6% | 34,204 | -4.6% | 0.00% | 0.0% |
| Q2 2022 | $2,077,000 | -40.4% | 35,869 | -33.6% | 0.00% | -40.0% |
| Q1 2022 | $3,485,000 | -0.2% | 53,987 | +0.1% | 0.01% | -16.7% |
| Q4 2021 | $3,491,000 | +10.0% | 53,924 | +99.5% | 0.01% | 0.0% |
| Q3 2021 | $3,173,000 | +43.9% | 27,024 | +45.2% | 0.01% | +50.0% |
| Q2 2021 | $2,205,000 | -24.7% | 18,612 | -28.2% | 0.00% | -33.3% |
| Q1 2021 | $2,930,000 | -0.1% | 25,917 | -7.4% | 0.01% | 0.0% |
| Q4 2020 | $2,934,000 | +9.8% | 27,985 | -1.6% | 0.01% | -14.3% |
| Q3 2020 | $2,672,000 | -15.4% | 28,438 | -18.9% | 0.01% | -22.2% |
| Q2 2020 | $3,159,000 | +31.4% | 35,058 | +14.2% | 0.01% | 0.0% |
| Q1 2020 | $2,404,000 | +881.2% | 30,696 | +1220.3% | 0.01% | +800.0% |
| Q4 2019 | $245,000 | +24400.0% | 2,325 | +23150.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -91.7% | 10 | -94.0% | 0.00% | – |
| Q1 2015 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q3 2014 | $12,000 | -14.3% | 167 | -16.5% | 0.00% | – |
| Q1 2014 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $13,000 | -48.0% | 200 | -51.3% | 0.00% | – |
| Q3 2013 | $25,000 | 0.0% | 411 | +0.2% | 0.00% | -100.0% |
| Q2 2013 | $25,000 | – | 410 | – | 0.00% | – |
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% |