WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $744,591 | -1.2% | 12,375 | +2.0% | 0.00% | -20.0% |
| Q2 2023 | $753,449 | +1.6% | 12,135 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $741,531 | -5.1% | 12,239 | -5.0% | 0.01% | -16.7% |
| Q4 2022 | $781,689 | -76.9% | 12,889 | -79.3% | 0.01% | -77.8% |
| Q3 2022 | $3,377,000 | -20.6% | 62,235 | -15.2% | 0.03% | -20.6% |
| Q2 2022 | $4,251,000 | -13.1% | 73,413 | -3.1% | 0.03% | 0.0% |
| Q1 2022 | $4,892,000 | +23.1% | 75,774 | +23.4% | 0.03% | +21.4% |
| Q4 2021 | $3,975,000 | – | 61,401 | – | 0.03% | – |
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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% |