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 | $5,955,085 | -4.9% | 98,971 | -1.9% | 0.00% | 0.0% |
| Q2 2023 | $6,263,142 | +3.2% | 100,872 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $6,067,180 | -14.1% | 100,135 | -14.0% | 0.00% | -33.3% |
| Q4 2022 | $7,060,934 | +19.7% | 116,421 | +7.1% | 0.00% | 0.0% |
| Q3 2022 | $5,899,000 | -7.8% | 108,720 | -1.6% | 0.00% | 0.0% |
| Q2 2022 | $6,398,000 | -8.3% | 110,479 | +2.2% | 0.00% | +50.0% |
| Q1 2022 | $6,980,000 | -4.9% | 108,116 | -4.7% | 0.00% | 0.0% |
| Q4 2021 | $7,342,000 | +6.5% | 113,402 | +93.2% | 0.00% | 0.0% |
| Q3 2021 | $6,891,000 | +0.2% | 58,684 | +1.1% | 0.00% | 0.0% |
| Q2 2021 | $6,878,000 | +7.4% | 58,049 | +2.5% | 0.00% | 0.0% |
| Q1 2021 | $6,404,000 | -7.0% | 56,656 | -13.7% | 0.00% | 0.0% |
| Q4 2020 | $6,887,000 | +4.6% | 65,682 | -6.3% | 0.00% | 0.0% |
| Q3 2020 | $6,586,000 | -24.1% | 70,097 | -27.2% | 0.00% | -50.0% |
| Q2 2020 | $8,676,000 | +2.0% | 96,281 | -11.4% | 0.00% | 0.0% |
| Q1 2020 | $8,509,000 | -28.3% | 108,645 | -3.3% | 0.00% | 0.0% |
| Q4 2019 | $11,862,000 | +12.2% | 112,360 | +5.3% | 0.00% | 0.0% |
| Q3 2019 | $10,573,000 | +9.2% | 106,679 | +7.1% | 0.00% | 0.0% |
| Q2 2019 | $9,681,000 | +7.4% | 99,625 | +4.6% | 0.00% | 0.0% |
| Q1 2019 | $9,010,000 | +39.5% | 95,216 | +24.8% | 0.00% | +33.3% |
| Q4 2018 | $6,458,000 | -11.5% | 76,315 | +0.4% | 0.00% | 0.0% |
| Q3 2018 | $7,301,000 | +5.2% | 76,025 | -0.1% | 0.00% | 0.0% |
| Q2 2018 | $6,938,000 | +4.8% | 76,124 | +2.5% | 0.00% | 0.0% |
| Q1 2018 | $6,621,000 | -3.1% | 74,283 | +1.0% | 0.00% | 0.0% |
| Q4 2017 | $6,836,000 | +29.1% | 73,535 | +21.9% | 0.00% | +50.0% |
| Q3 2017 | $5,294,000 | +20.6% | 60,326 | +16.9% | 0.00% | 0.0% |
| Q2 2017 | $4,390,000 | +10.4% | 51,607 | +9.0% | 0.00% | 0.0% |
| Q1 2017 | $3,977,000 | -30.5% | 47,353 | -32.8% | 0.00% | -33.3% |
| Q4 2016 | $5,726,000 | +69.5% | 70,478 | +62.9% | 0.00% | +50.0% |
| Q3 2016 | $3,379,000 | +14.0% | 43,254 | +12.0% | 0.00% | 0.0% |
| Q2 2016 | $2,963,000 | -6.8% | 38,615 | -9.8% | 0.00% | 0.0% |
| Q1 2016 | $3,179,000 | -51.3% | 42,821 | -53.0% | 0.00% | -50.0% |
| Q4 2015 | $6,523,000 | +154.6% | 91,032 | +141.2% | 0.00% | +100.0% |
| Q3 2015 | $2,562,000 | -1.1% | 37,734 | +6.6% | 0.00% | 0.0% |
| Q2 2015 | $2,591,000 | +1.6% | 35,395 | +3.1% | 0.00% | 0.0% |
| Q1 2015 | $2,549,000 | +3.0% | 34,329 | +3.7% | 0.00% | 0.0% |
| Q4 2014 | $2,474,000 | – | 33,090 | – | 0.00% | – |
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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% |