WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,210 | -49.9% | 1,033 | -48.3% | 0.00% | -50.0% |
| Q2 2023 | $124,056 | +2.5% | 1,998 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $121,059 | -65.6% | 1,998 | -65.5% | 0.00% | -73.3% |
| Q4 2022 | $351,649 | +225.6% | 5,798 | +190.2% | 0.02% | +200.0% |
| Q3 2022 | $108,000 | -6.9% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $116,000 | -11.5% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $131,000 | +1.6% | 1,998 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $129,000 | +10.3% | 1,998 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $117,000 | -0.8% | 999 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $118,000 | +4.4% | 999 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $113,000 | +7.6% | 999 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $105,000 | -52.9% | 999 | -57.8% | 0.01% | -57.1% |
| Q3 2020 | $223,000 | -0.9% | 2,370 | -5.2% | 0.01% | -6.7% |
| Q2 2020 | $225,000 | +15.4% | 2,500 | 0.0% | 0.02% | -6.2% |
| Q1 2020 | $195,000 | -26.1% | 2,500 | 0.0% | 0.02% | -20.0% |
| Q4 2019 | $264,000 | +6.5% | 2,500 | 0.0% | 0.02% | -4.8% |
| Q3 2019 | $248,000 | +2.1% | 2,500 | 0.0% | 0.02% | -12.5% |
| Q2 2019 | $243,000 | +2.5% | 2,500 | 0.0% | 0.02% | -11.1% |
| Q1 2019 | $237,000 | +12.3% | 2,500 | 0.0% | 0.03% | -6.9% |
| Q4 2018 | $211,000 | -12.1% | 2,500 | 0.0% | 0.03% | -3.3% |
| Q3 2018 | $240,000 | +5.7% | 2,500 | 0.0% | 0.03% | -6.2% |
| Q2 2018 | $227,000 | +1.8% | 2,500 | 0.0% | 0.03% | -8.6% |
| Q1 2018 | $223,000 | -3.9% | 2,500 | 0.0% | 0.04% | -7.9% |
| Q4 2017 | $232,000 | +3.6% | 2,500 | 0.0% | 0.04% | -2.6% |
| Q3 2017 | $224,000 | +3.7% | 2,500 | 0.0% | 0.04% | -4.9% |
| Q2 2017 | $216,000 | -48.6% | 2,500 | -50.0% | 0.04% | -2.4% |
| Q1 2017 | $420,000 | +106.9% | 5,000 | +100.0% | 0.04% | -12.5% |
| Q4 2016 | $203,000 | – | 2,500 | – | 0.05% | – |
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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% |