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 | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $14,000 | +16.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -25.0% | 150 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $16,000 | +6.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $15,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | +10.0% |
| Q3 2018 | $14,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | +11.1% |
| Q1 2018 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $13,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $13,000 | 0.0% | 150 | -0.7% | 0.01% | 0.0% |
| Q1 2017 | $13,000 | +8.3% | 151 | +0.7% | 0.01% | 0.0% |
| Q4 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $11,000 | – | 150 | – | 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% |