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 | $1,232,222 | -4.5% | 20,479 | -1.4% | 0.15% | -1.9% |
| Q2 2023 | $1,290,169 | +0.0% | 20,779 | -2.4% | 0.15% | -1.9% |
| Q1 2023 | $1,289,537 | -4.2% | 21,283 | -4.1% | 0.16% | -10.3% |
| Q4 2022 | $1,345,763 | +10.5% | 22,189 | -1.1% | 0.18% | +4.2% |
| Q3 2022 | $1,218,000 | -7.1% | 22,442 | -0.8% | 0.17% | -6.1% |
| Q2 2022 | $1,311,000 | -11.4% | 22,630 | -1.3% | 0.18% | +5.3% |
| Q1 2022 | $1,480,000 | -0.9% | 22,930 | -0.7% | 0.17% | +3.0% |
| Q4 2021 | $1,494,000 | +8.2% | 23,082 | +96.3% | 0.16% | +3.1% |
| Q3 2021 | $1,381,000 | -5.1% | 11,757 | -4.2% | 0.16% | -5.3% |
| Q2 2021 | $1,455,000 | +4.5% | 12,278 | -0.3% | 0.17% | -2.9% |
| Q1 2021 | $1,392,000 | +4.1% | 12,318 | -3.4% | 0.17% | -1.7% |
| Q4 2020 | $1,337,000 | +11.6% | 12,753 | 0.0% | 0.18% | -5.9% |
| Q3 2020 | $1,198,000 | +3.5% | 12,753 | -0.7% | 0.19% | -2.6% |
| Q2 2020 | $1,157,000 | +1.3% | 12,840 | -11.9% | 0.19% | -21.5% |
| Q1 2020 | $1,142,000 | -44.9% | 14,578 | -25.8% | 0.25% | -28.9% |
| Q4 2019 | $2,074,000 | -11.4% | 19,649 | -16.8% | 0.35% | -16.4% |
| Q3 2019 | $2,341,000 | -9.4% | 23,621 | -11.2% | 0.41% | -11.7% |
| Q2 2019 | $2,585,000 | -10.5% | 26,605 | -12.8% | 0.47% | -13.3% |
| Q1 2019 | $2,888,000 | -0.4% | 30,514 | -11.0% | 0.54% | -14.9% |
| Q4 2018 | $2,901,000 | -14.6% | 34,278 | -3.1% | 0.64% | -4.1% |
| Q3 2018 | $3,396,000 | -4.8% | 35,360 | -9.6% | 0.66% | -9.3% |
| Q2 2018 | $3,566,000 | +1.9% | 39,124 | -0.3% | 0.73% | +1.2% |
| Q1 2018 | $3,499,000 | -5.3% | 39,257 | -1.2% | 0.72% | -11.0% |
| Q4 2017 | $3,695,000 | +4.2% | 39,745 | -0.7% | 0.81% | -1.7% |
| Q3 2017 | $3,545,000 | +4.2% | 40,035 | -0.3% | 0.82% | -5.0% |
| Q2 2017 | $3,403,000 | -1.4% | 40,168 | -2.6% | 0.87% | -8.1% |
| Q1 2017 | $3,451,000 | +0.5% | 41,252 | -1.7% | 0.94% | -20.7% |
| Q4 2016 | $3,434,000 | +9.5% | 41,973 | +3.5% | 1.19% | +8.6% |
| Q3 2016 | $3,137,000 | -1.5% | 40,547 | -2.2% | 1.10% | -6.6% |
| Q2 2016 | $3,186,000 | – | 41,473 | – | 1.18% | – |
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% |