WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 90 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,486 | -0.6% | 17,358 | +2.5% | 0.02% | -8.3% |
| Q2 2023 | $1,051,178 | -0.9% | 16,929 | -3.3% | 0.02% | -14.3% |
| Q1 2023 | $1,060,393 | +3.5% | 17,501 | +3.6% | 0.03% | +7.7% |
| Q4 2022 | $1,024,220 | +8.6% | 16,887 | -2.8% | 0.03% | 0.0% |
| Q3 2022 | $943,000 | -10.4% | 17,379 | -4.3% | 0.03% | -3.7% |
| Q2 2022 | $1,052,000 | -5.9% | 18,161 | +4.9% | 0.03% | +8.0% |
| Q1 2022 | $1,118,000 | +2.5% | 17,316 | +2.8% | 0.02% | +4.2% |
| Q4 2021 | $1,091,000 | +14.5% | 16,845 | +107.7% | 0.02% | 0.0% |
| Q3 2021 | $953,000 | +7.0% | 8,112 | +7.9% | 0.02% | +9.1% |
| Q2 2021 | $891,000 | -2.1% | 7,521 | -6.6% | 0.02% | -12.0% |
| Q1 2021 | $910,000 | +31.5% | 8,053 | +22.1% | 0.02% | +19.0% |
| Q4 2020 | $692,000 | +115.6% | 6,597 | +93.3% | 0.02% | +90.9% |
| Q3 2020 | $321,000 | +286.7% | 3,413 | +292.8% | 0.01% | +175.0% |
| Q3 2018 | $83,000 | +7.8% | 869 | +0.5% | 0.00% | +33.3% |
| Q1 2018 | $77,000 | – | 865 | – | 0.00% | – |
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% |