WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $876,440 | +2.9% | 14,566 | +6.2% | 0.12% | +0.8% |
| Q2 2023 | $851,875 | +7.2% | 13,720 | +4.6% | 0.12% | -2.4% |
| Q1 2023 | $794,759 | +33.0% | 13,117 | +33.1% | 0.12% | +10.7% |
| Q4 2022 | $597,766 | +38.7% | 9,856 | +24.1% | 0.11% | +38.3% |
| Q3 2022 | $431,000 | +36.8% | 7,940 | +46.9% | 0.08% | +30.6% |
| Q2 2022 | $315,000 | +270.6% | 5,405 | +396.8% | 0.06% | +129.6% |
| Q1 2020 | $85,000 | -75.0% | 1,088 | -66.2% | 0.03% | -75.7% |
| Q4 2019 | $340,000 | – | 3,223 | – | 0.11% | – |
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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% |