WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,656,285 | -2.5% | 27,526 | +0.6% | 0.01% | -14.3% |
| Q2 2023 | $1,698,884 | +102987.6% | 27,361 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $1,648 | +332.5% | 27,199 | +332.3% | 0.01% | +250.0% |
| Q4 2022 | $381 | -99.9% | 6,292 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $340,000 | -6.3% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $363,000 | -10.1% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | -19.5% | 6,272 | -19.2% | 0.00% | 0.0% |
| Q4 2021 | $502,000 | +10.3% | 7,764 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $455,000 | +22.6% | 3,882 | +23.8% | 0.00% | 0.0% |
| Q2 2021 | $371,000 | +657.1% | 3,136 | +619.3% | 0.00% | – |
| Q1 2021 | $49,000 | +8.9% | 436 | 0.0% | 0.00% | – |
| Q4 2020 | $45,000 | +12.5% | 436 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | +2.6% | 436 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +14.7% | 436 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -8.1% | 436 | +23.5% | 0.00% | – |
| Q4 2019 | $37,000 | – | 353 | – | 0.00% | – |
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% |