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 | $108,547 | -3.1% | 1,804 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $112,010 | +2.5% | 1,804 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $109,304 | -0.1% | 1,804 | 0.0% | 0.01% | -7.7% |
Q4 2022 | $109,413 | +11.6% | 1,804 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $98,000 | -5.8% | 1,804 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $104,000 | -10.3% | 1,804 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $116,000 | -0.9% | 1,804 | 0.0% | 0.01% | 0.0% |
Q4 2021 | $117,000 | +10.4% | 1,804 | +100.0% | 0.01% | 0.0% |
Q3 2021 | $106,000 | -49.3% | 902 | -50.0% | 0.01% | 0.0% |
Q2 2021 | $209,000 | +104.9% | 1,804 | +100.0% | 0.01% | -7.1% |
Q1 2021 | $102,000 | +25.9% | 902 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $81,000 | +14.1% | 902 | 0.0% | 0.02% | 0.0% |
Q1 2020 | $71,000 | -25.3% | 902 | 0.0% | 0.02% | -6.2% |
Q4 2019 | $95,000 | +6.7% | 902 | 0.0% | 0.02% | +6.7% |
Q3 2019 | $89,000 | +1.1% | 902 | 0.0% | 0.02% | -6.2% |
Q2 2019 | $88,000 | – | 902 | – | 0.02% | – |
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% |