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 | $339,600 | +1546.1% | 5,644 | +2139.7% | 0.00% | – |
| Q2 2023 | $20,631 | -57.6% | 252 | -68.6% | 0.00% | – |
| Q1 2023 | $48,654 | -26.9% | 803 | -26.9% | 0.00% | – |
| Q4 2022 | $66,594 | -52.8% | 1,098 | -57.7% | 0.00% | -100.0% |
| Q3 2022 | $141,000 | +386.2% | 2,595 | +420.0% | 0.00% | – |
| Q2 2022 | $29,000 | -80.8% | 499 | -78.7% | 0.00% | -100.0% |
| Q1 2022 | $151,000 | -59.7% | 2,346 | -59.5% | 0.00% | -66.7% |
| Q4 2021 | $375,000 | +357.3% | 5,789 | +731.8% | 0.00% | +200.0% |
| Q3 2021 | $82,000 | +203.7% | 696 | +205.3% | 0.00% | – |
| Q2 2021 | $27,000 | – | 228 | – | 0.00% | – |
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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% |