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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $259 | +2.4% | 4,184 | 0.0% | 0.01% | +8.3% |
Q1 2023 | $253 | +11.5% | 4,184 | 0.0% | 0.01% | -14.3% |
Q4 2022 | $227 | -99.9% | 4,184 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $227,000 | -6.2% | 4,184 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $242,000 | -10.4% | 4,184 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $270,000 | 0.0% | 4,184 | 0.0% | 0.01% | +7.7% |
Q4 2021 | $270,000 | +10.2% | 4,184 | +100.0% | 0.01% | -7.1% |
Q3 2021 | $245,000 | – | 2,092 | – | 0.01% | – |
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% |