WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $986,401 | -7.5% | 16,394 | -4.5% | 0.09% | -3.1% |
| Q2 2023 | $1,065,852 | +2.2% | 17,166 | -0.2% | 0.10% | -2.0% |
| Q1 2023 | $1,042,528 | -0.3% | 17,206 | -0.2% | 0.10% | -3.9% |
| Q4 2022 | $1,046,047 | +7.6% | 17,247 | -3.7% | 0.10% | -4.7% |
| Q3 2022 | $972,000 | -10.7% | 17,912 | -4.8% | 0.11% | -7.0% |
| Q2 2022 | $1,089,000 | -13.4% | 18,806 | -3.5% | 0.12% | -3.4% |
| Q1 2022 | $1,258,000 | -3.0% | 19,491 | -2.7% | 0.12% | -2.5% |
| Q4 2021 | $1,297,000 | +6.8% | 20,035 | +93.8% | 0.12% | -2.4% |
| Q3 2021 | $1,214,000 | -3.0% | 10,337 | -2.2% | 0.12% | -33.2% |
| Q2 2021 | $1,252,000 | +1.8% | 10,568 | -2.8% | 0.19% | -25.5% |
| Q1 2021 | $1,230,000 | +1.1% | 10,877 | -6.3% | 0.25% | -1.6% |
| Q4 2020 | $1,217,000 | +14.7% | 11,605 | +2.7% | 0.26% | +1.2% |
| Q3 2020 | $1,061,000 | +4.3% | 11,296 | +0.1% | 0.25% | -4.5% |
| Q2 2020 | $1,017,000 | +15.2% | 11,284 | +0.1% | 0.26% | -0.4% |
| Q1 2020 | $883,000 | -26.2% | 11,270 | -0.5% | 0.26% | -10.2% |
| Q4 2019 | $1,196,000 | +6.2% | 11,330 | -0.3% | 0.30% | +2.8% |
| Q3 2019 | $1,126,000 | +1.5% | 11,362 | -0.5% | 0.29% | +2.1% |
| Q2 2019 | $1,109,000 | +2.0% | 11,415 | -0.7% | 0.28% | -0.7% |
| Q1 2019 | $1,087,000 | +11.8% | 11,491 | +0.1% | 0.28% | +8.8% |
| Q4 2018 | $972,000 | -12.0% | 11,484 | -0.2% | 0.26% | -8.8% |
| Q3 2018 | $1,105,000 | +4.0% | 11,503 | -1.3% | 0.28% | +1.8% |
| Q2 2018 | $1,062,000 | -0.5% | 11,649 | -2.6% | 0.28% | -0.7% |
| Q1 2018 | $1,067,000 | -17.3% | 11,966 | -13.8% | 0.28% | -10.8% |
| Q4 2017 | $1,290,000 | -12.2% | 13,880 | -17.1% | 0.32% | -16.8% |
| Q3 2017 | $1,469,000 | -24.0% | 16,737 | -26.3% | 0.38% | -28.4% |
| Q2 2017 | $1,932,000 | -63.3% | 22,708 | -64.9% | 0.53% | -62.7% |
| Q1 2017 | $5,262,000 | 0.0% | 64,757 | 0.0% | 1.42% | 0.0% |
| Q4 2016 | $5,262,000 | -30.7% | 64,757 | -33.3% | 1.42% | -34.3% |
| Q3 2016 | $7,588,000 | -25.2% | 97,127 | -26.6% | 2.17% | -22.6% |
| Q2 2016 | $10,148,000 | -8.4% | 132,242 | -11.4% | 2.80% | -14.1% |
| Q1 2016 | $11,075,000 | +2.8% | 149,199 | -0.7% | 3.26% | +5.2% |
| Q4 2015 | $10,771,000 | +7.2% | 150,308 | +1.6% | 3.10% | -29.9% |
| Q3 2015 | $10,046,000 | -9.4% | 147,969 | -2.3% | 4.42% | -22.3% |
| Q2 2015 | $11,085,000 | -5.8% | 151,451 | -4.4% | 5.69% | +3.1% |
| Q1 2015 | $11,766,000 | -0.9% | 158,459 | -0.2% | 5.52% | +192.7% |
| Q4 2014 | $11,867,000 | +2.2% | 158,747 | -2.4% | 1.88% | -7.1% |
| Q3 2014 | $11,615,000 | -5.3% | 162,695 | -5.1% | 2.03% | -9.6% |
| Q2 2014 | $12,269,000 | -99.9% | 171,505 | -18.3% | 2.25% | -71.7% |
| Q1 2014 | $14,336,911,000 | +85248.9% | 210,003 | -16.1% | 7.94% | +8.6% |
| Q4 2013 | $16,798,000 | +4.9% | 250,261 | -3.4% | 7.32% | -2.2% |
| Q3 2013 | $16,007,000 | -99.9% | 259,098 | -0.6% | 7.48% | -5.3% |
| Q2 2013 | $15,735,877,000 | – | 260,744 | – | 7.90% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |