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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $105,000 | +162.5% | 932 | +82.4% | 0.01% | +33.3% |
| Q1 2020 | $40,000 | -25.9% | 511 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $54,000 | +5.9% | 511 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $51,000 | +2.0% | 511 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $50,000 | +4.2% | 511 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $48,000 | +11.6% | 511 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $43,000 | -12.2% | 511 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $49,000 | +4.3% | 511 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $47,000 | +2.2% | 511 | 0.0% | 0.01% | -10.0% |
| Q1 2018 | $46,000 | -2.1% | 511 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $47,000 | +74.1% | 511 | +64.3% | 0.01% | +50.0% |
| Q3 2017 | $27,000 | – | 311 | – | 0.01% | – |
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% |