WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152,893 | -60.8% | 2,541 | -50.0% | 0.01% | -22.2% |
| Q2 2023 | $389,994 | +67.9% | 5,082 | +100.0% | 0.01% | -10.0% |
| Q1 2023 | $232,222 | +84038.4% | 2,541 | -16.1% | 0.01% | +42.9% |
| Q4 2022 | $276 | -99.9% | 3,029 | -10.4% | 0.01% | -12.5% |
| Q3 2022 | $309,000 | +32.6% | 3,380 | +32.1% | 0.01% | +14.3% |
| Q2 2022 | $233,000 | -40.3% | 2,558 | -40.2% | 0.01% | +40.0% |
| Q1 2022 | $390,000 | +248.2% | 4,278 | +148.7% | 0.01% | +150.0% |
| Q4 2021 | $112,000 | +10.9% | 1,720 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $101,000 | -13.7% | 860 | -13.1% | 0.00% | 0.0% |
| Q2 2021 | $117,000 | +4.5% | 990 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $112,000 | -2.6% | 990 | -9.6% | 0.00% | -60.0% |
| Q4 2020 | $115,000 | +10.6% | 1,095 | -1.8% | 0.01% | -16.7% |
| Q3 2020 | $104,000 | +4.0% | 1,115 | 0.0% | 0.01% | -25.0% |
| Q2 2020 | $100,000 | +12.4% | 1,115 | 0.0% | 0.01% | -11.1% |
| Q1 2020 | $89,000 | -24.6% | 1,115 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $118,000 | -35.5% | 1,115 | -39.3% | 0.01% | -25.0% |
| Q3 2019 | $183,000 | +56.4% | 1,836 | +48.4% | 0.01% | -25.0% |
| Q1 2019 | $117,000 | -43.8% | 1,237 | -50.2% | 0.02% | +23.1% |
| Q4 2018 | $208,000 | -21.5% | 2,485 | -9.9% | 0.01% | +18.2% |
| Q3 2018 | $265,000 | +6.9% | 2,757 | +1.3% | 0.01% | +10.0% |
| Q2 2018 | $248,000 | +37.0% | 2,722 | +39.7% | 0.01% | +25.0% |
| Q1 2018 | $181,000 | 0.0% | 1,948 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $181,000 | +40.3% | 1,948 | +32.4% | 0.01% | +60.0% |
| Q3 2017 | $129,000 | +4.9% | 1,471 | +1.5% | 0.01% | 0.0% |
| Q2 2017 | $123,000 | +1.7% | 1,449 | +0.3% | 0.01% | 0.0% |
| Q1 2017 | $121,000 | +3.4% | 1,444 | +0.3% | 0.01% | -16.7% |
| Q4 2016 | $117,000 | +4.5% | 1,439 | +0.4% | 0.01% | 0.0% |
| Q3 2016 | $112,000 | +2.8% | 1,433 | +0.4% | 0.01% | 0.0% |
| Q2 2016 | $109,000 | -6.8% | 1,427 | +15.4% | 0.01% | -62.5% |
| Q1 2016 | $117,000 | +15.8% | 1,237 | -12.6% | 0.02% | +128.6% |
| Q4 2015 | $101,000 | – | 1,416 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |