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 | $684,814 | -3.6% | 11,381 | -0.6% | 0.01% | 0.0% |
| Q2 2023 | $710,701 | +20.5% | 11,446 | +17.6% | 0.01% | +20.0% |
| Q1 2023 | $589,931 | +65.1% | 9,737 | +65.3% | 0.01% | +66.7% |
| Q4 2022 | $357,367 | +36.9% | 5,892 | +22.3% | 0.00% | -40.0% |
| Q3 2022 | $261,000 | -15.3% | 4,818 | -9.3% | 0.01% | 0.0% |
| Q2 2022 | $308,000 | 0.0% | 5,313 | +11.5% | 0.01% | +25.0% |
| Q1 2022 | $308,000 | -5.2% | 4,764 | -5.0% | 0.00% | -20.0% |
| Q4 2021 | $325,000 | +0.3% | 5,014 | +81.9% | 0.01% | 0.0% |
| Q3 2021 | $324,000 | -1.8% | 2,756 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $330,000 | -5.4% | 2,782 | -9.8% | 0.01% | -28.6% |
| Q1 2021 | $349,000 | -56.1% | 3,084 | -59.3% | 0.01% | -56.2% |
| Q4 2020 | $795,000 | – | 7,584 | – | 0.02% | – |
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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% |