WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237,912 | -3.1% | 3,954 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $245,503 | +2.5% | 3,954 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $239,572 | -0.1% | 3,954 | 0.0% | 0.02% | -8.0% |
| Q4 2022 | $239,810 | -99.9% | 3,954 | 0.0% | 0.02% | +4.2% |
| Q3 2022 | $214,544,000 | -6.3% | 3,954 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $228,976,000 | -10.3% | 3,954 | 0.0% | 0.02% | +4.2% |
| Q1 2022 | $255,270,000 | -0.3% | 3,954 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $255,981,000 | +10.3% | 3,954 | +100.0% | 0.02% | +9.1% |
| Q3 2021 | $232,139,000 | -7.9% | 1,977 | -7.1% | 0.02% | -8.3% |
| Q2 2021 | $252,006,000 | +4.8% | 2,127 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $240,436,000 | -1.3% | 2,127 | -8.5% | 0.02% | -10.7% |
| Q4 2020 | $243,725,000 | +11.7% | 2,324 | +0.1% | 0.03% | 0.0% |
| Q3 2020 | $218,243,000 | -95.4% | 2,322 | -96.2% | 0.03% | -96.4% |
| Q1 2020 | $4,724,082,000 | -29.6% | 60,317 | -61.0% | 0.77% | -5.0% |
| Q3 2019 | $6,712,459,000 | – | 154,544 | – | 0.81% | – |
Download | ||||||
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% |