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 | $18,051 | -3.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,627 | +2.5% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,177 | -0.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $18,195 | +13.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -10.5% | 300 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $19,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $19,000 | +5.6% | 300 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $18,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $18,000 | +5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $16,000 | +14.3% | 150 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q2 2020 | $14,000 | +16.7% | 150 | 0.0% | 0.00% | +33.3% |
| Q1 2020 | $12,000 | -25.0% | 150 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $16,000 | +6.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $14,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -9.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $11,000 | – | 150 | – | 0.00% | – |
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% |