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 | $3,531,159 | +34.9% | 58,676 | +39.2% | 0.01% | 0.0% |
| Q2 2023 | $2,617,125 | -2.9% | 42,141 | -5.2% | 0.01% | 0.0% |
| Q1 2023 | $2,695,182 | -12.4% | 44,471 | -12.3% | 0.01% | -16.7% |
| Q4 2022 | $3,077,560 | +27.8% | 50,725 | +14.2% | 0.01% | 0.0% |
| Q3 2022 | $2,409,000 | -6.8% | 44,399 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $2,585,000 | -9.6% | 44,613 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $2,861,000 | +71.9% | 44,288 | +72.3% | 0.01% | +100.0% |
| Q4 2021 | $1,664,000 | +7.6% | 25,701 | +95.5% | 0.00% | 0.0% |
| Q3 2021 | $1,546,000 | +8.9% | 13,148 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $1,420,000 | -16.4% | 11,962 | -20.3% | 0.00% | -25.0% |
| Q1 2021 | $1,698,000 | +0.2% | 15,003 | -7.1% | 0.00% | -20.0% |
| Q4 2020 | $1,695,000 | -78.0% | 16,152 | -80.3% | 0.01% | -78.3% |
| Q3 2020 | $7,719,000 | +20.2% | 82,155 | +15.3% | 0.02% | +4.5% |
| Q2 2020 | $6,423,000 | +396.8% | 71,253 | -87.8% | 0.02% | +340.0% |
| Q1 2020 | $1,293,000 | – | 583,433 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |