WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,342,833 | +1.1% | 22,317 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $1,328,257 | +29.4% | 21,210 | +25.2% | 0.01% | +20.0% |
| Q1 2023 | $1,026,189 | +389.4% | 16,937 | -13.2% | 0.01% | -9.1% |
| Q4 2022 | $209,671 | -81.2% | 19,505 | -5.1% | 0.01% | -15.4% |
| Q3 2022 | $1,115,000 | -17.3% | 20,553 | -11.7% | 0.01% | +8.3% |
| Q2 2022 | $1,349,000 | -13.1% | 23,289 | -3.1% | 0.01% | 0.0% |
| Q1 2022 | $1,552,000 | +35.9% | 24,041 | +36.3% | 0.01% | +33.3% |
| Q4 2021 | $1,142,000 | +5.3% | 17,641 | +90.8% | 0.01% | +28.6% |
| Q3 2021 | $1,085,000 | +1.8% | 9,244 | +2.8% | 0.01% | -22.2% |
| Q2 2021 | $1,066,000 | +32.9% | 8,993 | +26.7% | 0.01% | +12.5% |
| Q1 2021 | $802,000 | -23.0% | 7,097 | -28.5% | 0.01% | -27.3% |
| Q4 2020 | $1,041,000 | +1.9% | 9,929 | -8.7% | 0.01% | -15.4% |
| Q3 2020 | $1,022,000 | +19.5% | 10,877 | +14.7% | 0.01% | +8.3% |
| Q2 2020 | $855,000 | +3.1% | 9,485 | -10.4% | 0.01% | -20.0% |
| Q1 2020 | $829,000 | -24.4% | 10,581 | +1.9% | 0.02% | -11.8% |
| Q4 2019 | $1,096,000 | +20.0% | 10,380 | +12.7% | 0.02% | +21.4% |
| Q3 2019 | $913,000 | +13.6% | 9,214 | +11.4% | 0.01% | -6.7% |
| Q2 2019 | $804,000 | +27.6% | 8,270 | +24.3% | 0.02% | +25.0% |
| Q1 2019 | $630,000 | +10.7% | 6,653 | -1.1% | 0.01% | -14.3% |
| Q4 2018 | $569,000 | +52.1% | 6,727 | +72.9% | 0.01% | +75.0% |
| Q3 2018 | $374,000 | +16.5% | 3,890 | +7.9% | 0.01% | -38.5% |
| Q1 2018 | $321,000 | -6.1% | 3,604 | -6.7% | 0.01% | +62.5% |
| Q3 2017 | $342,000 | +15.9% | 3,862 | +10.7% | 0.01% | 0.0% |
| Q2 2017 | $295,000 | +15.2% | 3,488 | +14.1% | 0.01% | +14.3% |
| Q1 2017 | $256,000 | -2.7% | 3,056 | -5.1% | 0.01% | -22.2% |
| Q4 2016 | $263,000 | +5.6% | 3,220 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $249,000 | +0.8% | 3,220 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $247,000 | +3.3% | 3,220 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $239,000 | +16.6% | 3,220 | +12.7% | 0.01% | +20.0% |
| Q4 2015 | $205,000 | -22.3% | 2,858 | -26.5% | 0.01% | -33.3% |
| Q3 2015 | $264,000 | -26.3% | 3,886 | -20.5% | 0.02% | -11.8% |
| Q2 2015 | $358,000 | +550.9% | 4,890 | +530.2% | 0.02% | +325.0% |
| Q3 2014 | $55,000 | – | 776 | – | 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% |