WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $407,000 | -72.3% | 7,504 | -70.4% | 0.02% | -71.6% |
Q2 2022 | $1,471,000 | -24.8% | 25,393 | -16.1% | 0.08% | -28.9% |
Q1 2022 | $1,955,000 | -35.9% | 30,275 | -35.7% | 0.11% | -39.4% |
Q4 2021 | $3,049,000 | +10.2% | 47,103 | +99.9% | 0.19% | -1.6% |
Q3 2021 | $2,767,000 | -8.6% | 23,562 | -7.8% | 0.19% | -14.7% |
Q2 2021 | $3,028,000 | +3.9% | 25,560 | -0.9% | 0.22% | -20.3% |
Q1 2021 | $2,915,000 | +6.2% | 25,791 | -1.4% | 0.28% | -1.1% |
Q4 2020 | $2,744,000 | +17.8% | 26,166 | +5.6% | 0.28% | -0.7% |
Q3 2020 | $2,329,000 | +6.6% | 24,783 | +2.2% | 0.29% | -20.1% |
Q2 2020 | $2,185,000 | +307.6% | 24,245 | +74.0% | 0.36% | +79.0% |
Q4 2018 | $536,000 | – | 13,936 | – | 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% |