WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $341,194 | +2.9% | 5,495 | +0.4% | 0.06% | -8.1% |
| Q1 2023 | $331,499 | +0.3% | 5,471 | +0.4% | 0.06% | -8.8% |
| Q4 2022 | $330,391 | -18.6% | 5,448 | -27.2% | 0.07% | -16.0% |
| Q3 2022 | $406,000 | -6.2% | 7,481 | +0.1% | 0.08% | -1.2% |
| Q2 2022 | $433,000 | -9.6% | 7,471 | +0.6% | 0.08% | +6.5% |
| Q1 2022 | $479,000 | 0.0% | 7,425 | +0.3% | 0.08% | +10.0% |
| Q4 2021 | $479,000 | +10.9% | 7,403 | +101.0% | 0.07% | +4.5% |
| Q3 2021 | $432,000 | +0.7% | 3,683 | +1.7% | 0.07% | -1.5% |
| Q2 2021 | $429,000 | +5.4% | 3,621 | +0.4% | 0.07% | -9.3% |
| Q1 2021 | $407,000 | +9.1% | 3,605 | +1.4% | 0.08% | -2.6% |
| Q4 2020 | $373,000 | -15.8% | 3,555 | -27.6% | 0.08% | -33.0% |
| Q2 2020 | $443,000 | – | 4,913 | – | 0.12% | – |
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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% |