WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 165 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $787 | -21.1% | 13,080 | -18.7% | 0.35% | -20.1% |
| Q2 2023 | $998 | +2.5% | 16,080 | 0.0% | 0.44% | -6.6% |
| Q1 2023 | $974 | -8.6% | 16,080 | -8.5% | 0.47% | -13.2% |
| Q4 2022 | $1,066 | -99.9% | 17,580 | 0.0% | 0.54% | -2.9% |
| Q3 2022 | $954,000 | -6.3% | 17,580 | 0.0% | 0.56% | -1.1% |
| Q2 2022 | $1,018,000 | -10.3% | 17,580 | 0.0% | 0.56% | +2.2% |
| Q1 2022 | $1,135,000 | -11.8% | 17,580 | -11.6% | 0.55% | -10.1% |
| Q4 2021 | $1,287,000 | +0.2% | 19,880 | +81.7% | 0.61% | -12.1% |
| Q3 2021 | $1,285,000 | -4.4% | 10,940 | -3.5% | 0.70% | -8.1% |
| Q2 2021 | $1,344,000 | +0.4% | 11,340 | -4.2% | 0.76% | -8.7% |
| Q1 2021 | $1,338,000 | -0.6% | 11,840 | -7.8% | 0.83% | -15.7% |
| Q4 2020 | $1,346,000 | +11.6% | 12,840 | 0.0% | 0.98% | -6.4% |
| Q3 2020 | $1,206,000 | +4.2% | 12,840 | 0.0% | 1.05% | -5.3% |
| Q2 2020 | $1,157,000 | +15.0% | 12,840 | 0.0% | 1.11% | -2.6% |
| Q1 2020 | $1,006,000 | -25.8% | 12,840 | 0.0% | 1.14% | +6.7% |
| Q4 2019 | $1,356,000 | +6.5% | 12,840 | 0.0% | 1.07% | -5.2% |
| Q3 2019 | $1,273,000 | -11.7% | 12,840 | -13.5% | 1.12% | -13.7% |
| Q2 2019 | $1,442,000 | -3.8% | 14,840 | -6.3% | 1.30% | -8.2% |
| Q1 2019 | $1,499,000 | +4.0% | 15,840 | -7.0% | 1.42% | -4.8% |
| Q4 2018 | $1,442,000 | -16.8% | 17,040 | -5.5% | 1.49% | +1.2% |
| Q3 2018 | $1,733,000 | +2.5% | 18,040 | -2.7% | 1.48% | -1.2% |
| Q2 2018 | $1,690,000 | +647.8% | 18,540 | +629.9% | 1.49% | +661.7% |
| Q1 2018 | $226,000 | -4.2% | 2,540 | 0.0% | 0.20% | -6.7% |
| Q4 2017 | $236,000 | – | 2,540 | – | 0.21% | – |
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% |