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 | $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% | – |
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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% |