WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $78,000 | +1014.3% | 1,347 | +1147.2% | 0.02% | +1500.0% |
Q1 2022 | $7,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $7,000 | +16.7% | 108 | +100.0% | 0.00% | 0.0% |
Q3 2021 | $6,000 | 0.0% | 54 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $6,000 | -86.4% | 54 | -86.1% | 0.00% | -90.0% |
Q1 2021 | $44,000 | -76.0% | 388 | -77.7% | 0.01% | -78.3% |
Q4 2020 | $183,000 | -10.3% | 1,743 | -19.9% | 0.05% | -30.3% |
Q3 2020 | $204,000 | -10.5% | 2,176 | -14.1% | 0.07% | -24.1% |
Q2 2020 | $228,000 | +13.4% | 2,534 | -1.4% | 0.09% | -5.4% |
Q1 2020 | $201,000 | +9950.0% | 2,569 | +10176.0% | 0.09% | +9100.0% |
Q3 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% |
Q2 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | +100.0% |
Q1 2018 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | -50.0% |
Q3 2017 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $2,000 | – | 25 | – | 0.00% | – |
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% |