WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |