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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $255,723 | -3.1% | 4,250 | 0.0% | 0.01% | -7.1% |
| Q2 2023 | $263,883 | +2.5% | 4,250 | 0.0% | 0.01% | -12.5% |
| Q1 2023 | $257,508 | -0.1% | 4,250 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $257,763 | +22.2% | 4,250 | +9.0% | 0.02% | +6.7% |
| Q3 2022 | $211,000 | -31.9% | 3,900 | -26.4% | 0.02% | 0.0% |
| Q2 2022 | $310,000 | -9.4% | 5,300 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $342,000 | +2.7% | 5,300 | +2.9% | 0.02% | +15.4% |
| Q4 2021 | $333,000 | +9.2% | 5,150 | +100.0% | 0.01% | +8.3% |
| Q3 2021 | $305,000 | -1.0% | 2,575 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $308,000 | +13.7% | 2,575 | +10.8% | 0.01% | +50.0% |
| Q1 2021 | $271,000 | +11.5% | 2,325 | +8.1% | 0.01% | -20.0% |
| Q4 2020 | $243,000 | +28.6% | 2,150 | +4.9% | 0.01% | 0.0% |
| Q3 2020 | $189,000 | +5.6% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $179,000 | +13.3% | 2,050 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $158,000 | -26.9% | 2,050 | 0.0% | 0.01% | -8.3% |
| Q4 2019 | $216,000 | +6.9% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $202,000 | +1.5% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $199,000 | +3.1% | 2,050 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $193,000 | +12.9% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $171,000 | -12.8% | 2,050 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $196,000 | +5.4% | 2,050 | 0.0% | 0.01% | -7.1% |
| Q2 2018 | $186,000 | +2.2% | 2,050 | 0.0% | 0.01% | -12.5% |
| Q1 2018 | $182,000 | -4.2% | 2,050 | 0.0% | 0.02% | -5.9% |
| Q4 2017 | $190,000 | +6.1% | 2,050 | 0.0% | 0.02% | -5.6% |
| Q3 2017 | $179,000 | +2.9% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $174,000 | +1.2% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $172,000 | +3.6% | 2,050 | 0.0% | 0.02% | -18.2% |
| Q4 2016 | $166,000 | +3.8% | 2,050 | 0.0% | 0.02% | 0.0% |
| Q3 2016 | $160,000 | +27.0% | 2,050 | +24.2% | 0.02% | +22.2% |
| Q2 2016 | $126,000 | +2.4% | 1,650 | 0.0% | 0.02% | -5.3% |
| Q1 2016 | $123,000 | – | 1,650 | – | 0.02% | – |
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% |