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 | $227,848 | -3.1% | 3,787 | 0.0% | 0.03% | -8.6% |
Q2 2023 | $235,118 | +2.5% | 3,787 | 0.0% | 0.04% | +2.9% |
Q1 2023 | $229,438 | -0.1% | 3,787 | 0.0% | 0.03% | -2.9% |
Q4 2022 | $229,666 | +12.0% | 3,787 | +0.0% | 0.04% | +12.9% |
Q3 2022 | $205,000 | -6.4% | 3,786 | 0.0% | 0.03% | -3.1% |
Q2 2022 | $219,000 | -9.1% | 3,786 | 0.0% | 0.03% | -5.9% |
Q1 2022 | $241,000 | -1.6% | 3,786 | 0.0% | 0.03% | -2.9% |
Q4 2021 | $245,000 | +10.4% | 3,786 | +100.0% | 0.04% | +9.4% |
Q3 2021 | $222,000 | -0.9% | 1,893 | 0.0% | 0.03% | -3.0% |
Q2 2021 | $224,000 | +4.7% | 1,893 | 0.0% | 0.03% | -5.7% |
Q1 2021 | $214,000 | +8.1% | 1,893 | 0.0% | 0.04% | +6.1% |
Q4 2020 | $198,000 | +11.9% | 1,893 | 0.0% | 0.03% | +10.0% |
Q3 2020 | $177,000 | +4.1% | 1,893 | 0.0% | 0.03% | -3.2% |
Q2 2020 | $170,000 | +14.9% | 1,893 | 0.0% | 0.03% | -3.1% |
Q1 2020 | $148,000 | -25.6% | 1,893 | 0.0% | 0.03% | +3.2% |
Q4 2019 | $199,000 | +8.7% | 1,893 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $183,000 | -99.9% | 1,893 | 0.0% | 0.03% | +19.2% |
Q3 2018 | $181,839,000 | – | 1,893 | – | 0.03% | – |
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% |