WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $420,855 | -3.1% | 6,994 | +0.0% | 0.00% | 0.0% |
Q2 2023 | $434,195 | +2.5% | 6,993 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $423,706 | +99830.7% | 6,993 | -0.0% | 0.00% | 0.0% |
Q4 2022 | $424 | -99.9% | 6,994 | +0.0% | 0.00% | 0.0% |
Q3 2022 | $379,000 | -6.4% | 6,993 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $405,000 | -10.2% | 6,993 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $451,000 | -0.4% | 6,993 | -0.0% | 0.00% | 0.0% |
Q4 2021 | $453,000 | +4.1% | 6,994 | +88.9% | 0.00% | 0.0% |
Q3 2021 | $435,000 | -0.9% | 3,703 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $439,000 | +0.7% | 3,703 | -3.9% | 0.00% | 0.0% |
Q1 2021 | $436,000 | +6.6% | 3,853 | -1.3% | 0.00% | 0.0% |
Q4 2020 | $409,000 | +24.7% | 3,902 | +11.8% | 0.00% | 0.0% |
Q3 2020 | $328,000 | +4.5% | 3,490 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $314,000 | +15.0% | 3,490 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $273,000 | -25.8% | 3,490 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $368,000 | +5.7% | 3,490 | -0.5% | 0.00% | 0.0% |
Q3 2019 | $348,000 | -2.2% | 3,507 | -4.1% | 0.00% | 0.0% |
Q2 2019 | $356,000 | +14.1% | 3,658 | +10.8% | 0.00% | -50.0% |
Q1 2019 | $312,000 | +5.1% | 3,300 | -5.9% | 0.00% | 0.0% |
Q4 2018 | $297,000 | -6.3% | 3,506 | +6.2% | 0.00% | 0.0% |
Q3 2018 | $317,000 | – | 3,301 | – | 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% |