WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 139 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $398,364 | +7.5% | 5,624 | +7.3% | 0.10% | +1.1% |
| Q1 2024 | $370,601 | +8.5% | 5,240 | +0.3% | 0.09% | +1.1% |
| Q4 2023 | $341,571 | +9.2% | 5,224 | +0.5% | 0.09% | -11.4% |
| Q3 2023 | $312,858 | -5.9% | 5,200 | -2.9% | 0.10% | -4.5% |
| Q2 2023 | $332,387 | +2.9% | 5,353 | +0.4% | 0.11% | -6.8% |
| Q1 2023 | $323,137 | +68.8% | 5,333 | +51.1% | 0.12% | +31.1% |
| Q4 2022 | $191,462 | +0.2% | 3,529 | 0.0% | 0.09% | 0.0% |
| Q3 2022 | $191,000 | -6.8% | 3,529 | +0.7% | 0.09% | -18.9% |
| Q2 2022 | $205,000 | -8.5% | 3,505 | +0.9% | 0.11% | 0.0% |
| Q1 2022 | $224,000 | -0.4% | 3,473 | +0.1% | 0.11% | -1.8% |
| Q4 2021 | $225,000 | +11.4% | 3,468 | +101.2% | 0.11% | -0.9% |
| Q3 2021 | $202,000 | -2.4% | 1,724 | +0.3% | 0.11% | -1.7% |
| Q2 2021 | $207,000 | -1.0% | 1,718 | -6.9% | 0.12% | -15.9% |
| Q1 2021 | $209,000 | +8.3% | 1,846 | +0.4% | 0.14% | -4.2% |
| Q4 2020 | $193,000 | +34.0% | 1,838 | +2.2% | 0.14% | -2.7% |
| Q1 2020 | $144,000 | – | 1,799 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 309,400 | $18,765,095 | 13.26% |
| 626 Financial, LLC | 310,943 | $18,858,705 | 13.11% |
| Vertex Planning Partners, LLC | 510,071 | $30,935,778 | 12.07% |
| FFG RETIREMENT ADVISORS LLC | 125,775 | $7,628,254 | 6.96% |
| Melone Private Wealth, LLC | 99,957 | $6,062,420 | 5.14% |
| Arrow Investment Advisors, LLC | 114,024 | $6,915,555 | 4.86% |
| Rooted Wealth Advisors, Inc. | 77,563 | $4,704 | 3.95% |
| Connecticut Wealth Management, LLC | 530,892 | $32,198,626 | 2.73% |
| MGO Private Wealth, LLC | 78,558 | $4,764,514 | 2.17% |
| Avant Capital LLC | 22,971 | $1,393,220 | 1.71% |