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 | $330,815 | -4.0% | 5,498 | -0.9% | 0.03% | -5.6% |
| Q2 2023 | $344,475 | -16.1% | 5,548 | -18.2% | 0.04% | +63.6% |
| Q1 2023 | $410,800 | -33.1% | 6,780 | -33.1% | 0.02% | -40.5% |
| Q4 2022 | $614,263 | +11.7% | 10,128 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $550,000 | -6.1% | 10,128 | 0.0% | 0.04% | -5.1% |
| Q2 2022 | $586,000 | +16.7% | 10,128 | +30.4% | 0.04% | +30.0% |
| Q1 2022 | $502,000 | -1.2% | 7,764 | -1.0% | 0.03% | -6.2% |
| Q4 2021 | $508,000 | +8.1% | 7,842 | +96.0% | 0.03% | 0.0% |
| Q3 2021 | $470,000 | -0.8% | 4,001 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $474,000 | +4.9% | 4,001 | 0.0% | 0.03% | -12.8% |
| Q1 2021 | $452,000 | +4.6% | 4,001 | -2.9% | 0.04% | 0.0% |
| Q4 2020 | $432,000 | -40.5% | 4,119 | -51.2% | 0.04% | -20.4% |
| Q3 2020 | $726,000 | +91.1% | 8,438 | +100.0% | 0.05% | 0.0% |
| Q2 2020 | $380,000 | +15.2% | 4,219 | 0.0% | 0.05% | -15.5% |
| Q1 2020 | $330,000 | -25.8% | 4,219 | 0.0% | 0.06% | +3.6% |
| Q4 2019 | $445,000 | +6.2% | 4,219 | -0.2% | 0.06% | -17.6% |
| Q3 2019 | $419,000 | +0.5% | 4,229 | -1.4% | 0.07% | -17.1% |
| Q2 2019 | $417,000 | +14.9% | 4,291 | 0.0% | 0.08% | -10.9% |
| Q4 2018 | $363,000 | -11.9% | 4,291 | 0.0% | 0.09% | +41.5% |
| Q3 2018 | $412,000 | +28.0% | 4,291 | +21.3% | 0.06% | -27.8% |
| Q2 2018 | $322,000 | +3.5% | 3,537 | +1.3% | 0.09% | -1.1% |
| Q1 2018 | $311,000 | -22.1% | 3,492 | -18.5% | 0.09% | +4.6% |
| Q4 2017 | $399,000 | +29.1% | 4,287 | +21.7% | 0.09% | +20.8% |
| Q3 2017 | $309,000 | – | 3,524 | – | 0.07% | – |
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% |