WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $357 | -99.9% | 5,880 | 0.0% | 0.16% | +5.2% |
Q3 2022 | $319,000 | -6.5% | 5,880 | 0.0% | 0.15% | +3.4% |
Q2 2022 | $341,000 | -10.3% | 5,880 | 0.0% | 0.15% | +1.4% |
Q1 2022 | $380,000 | -0.3% | 5,880 | 0.0% | 0.15% | +10.6% |
Q4 2021 | $381,000 | +10.4% | 5,880 | +100.0% | 0.13% | -7.7% |
Q3 2021 | $345,000 | -0.9% | 2,940 | 0.0% | 0.14% | +1.4% |
Q2 2021 | $348,000 | +4.8% | 2,940 | 0.0% | 0.14% | -5.4% |
Q1 2021 | $332,000 | +7.8% | 2,940 | 0.0% | 0.15% | +3.5% |
Q4 2020 | $308,000 | +11.6% | 2,940 | 0.0% | 0.14% | -3.4% |
Q3 2020 | $276,000 | +4.2% | 2,940 | 0.0% | 0.15% | -2.6% |
Q2 2020 | $265,000 | +15.2% | 2,940 | 0.0% | 0.15% | -10.5% |
Q1 2020 | $230,000 | -25.8% | 2,940 | 0.0% | 0.17% | -3.9% |
Q4 2019 | $310,000 | +6.5% | 2,940 | 0.0% | 0.18% | -4.8% |
Q3 2019 | $291,000 | +1.7% | 2,940 | 0.0% | 0.19% | +1.6% |
Q2 2019 | $286,000 | +2.9% | 2,940 | 0.0% | 0.18% | -2.1% |
Q1 2019 | $278,000 | +11.6% | 2,940 | 0.0% | 0.19% | -6.9% |
Q4 2018 | $249,000 | – | 2,940 | – | 0.20% | – |
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% |