WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |