WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 88 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,131,519 | -14.4% | 35,425 | -11.7% | 0.39% | -14.4% |
| Q2 2023 | $2,489,672 | +1.1% | 40,098 | -1.4% | 0.46% | +4.6% |
| Q1 2023 | $2,463,006 | +3.7% | 40,650 | +3.8% | 0.44% | -6.6% |
| Q4 2022 | $2,375,245 | +15.6% | 39,163 | +3.4% | 0.47% | 0.0% |
| Q3 2022 | $2,054,000 | -6.0% | 37,858 | +0.4% | 0.47% | -3.7% |
| Q2 2022 | $2,185,000 | -7.8% | 37,723 | +2.8% | 0.49% | -3.2% |
| Q1 2022 | $2,369,000 | -1.6% | 36,698 | -1.3% | 0.50% | -5.3% |
| Q4 2021 | $2,408,000 | +5.1% | 37,189 | +90.6% | 0.53% | -4.7% |
| Q3 2021 | $2,291,000 | -22.4% | 19,513 | -21.7% | 0.56% | -24.9% |
| Q2 2021 | $2,952,000 | +3.5% | 24,916 | -1.3% | 0.74% | +0.4% |
| Q1 2021 | $2,852,000 | +75.6% | 25,232 | +40.0% | 0.74% | +37.6% |
| Q2 2020 | $1,624,000 | +369.4% | 18,020 | +308.2% | 0.54% | +292.0% |
| Q1 2020 | $346,000 | -2.5% | 4,414 | +31.1% | 0.14% | +21.2% |
| Q4 2019 | $355,000 | +6.6% | 3,366 | +0.2% | 0.11% | -2.6% |
| Q3 2019 | $333,000 | -6.2% | 3,358 | -8.2% | 0.12% | -12.1% |
| Q2 2019 | $355,000 | +13.1% | 3,657 | +10.3% | 0.13% | 0.0% |
| Q1 2019 | $314,000 | +20.8% | 3,317 | +8.0% | 0.13% | -2.2% |
| Q4 2018 | $260,000 | +198.9% | 3,072 | +237.6% | 0.14% | +237.5% |
| Q3 2018 | $87,000 | +4.8% | 910 | +0.4% | 0.04% | -13.0% |
| Q2 2018 | $83,000 | +3.8% | 906 | +0.2% | 0.05% | -2.1% |
| Q1 2018 | $80,000 | +95.1% | 904 | +103.6% | 0.05% | +62.1% |
| Q4 2017 | $41,000 | – | 444 | – | 0.03% | – |
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% |