WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,062,748 | +94695.4% | 34,282 | -2.2% | 1.17% | -24.7% |
| Q2 2023 | $2,176 | -99.9% | 35,052 | +4.1% | 1.56% | +26.8% |
| Q1 2023 | $2,040,186 | +0.7% | 33,672 | +0.8% | 1.23% | -10.9% |
| Q4 2022 | $2,026,923 | +11.0% | 33,420 | -0.7% | 1.38% | +8.6% |
| Q3 2022 | $1,826,000 | -8.4% | 33,655 | +2.4% | 1.27% | +6.6% |
| Q2 2022 | $1,994,000 | -7.8% | 32,872 | -1.9% | 1.19% | +18.5% |
| Q1 2022 | $2,163,000 | +9.0% | 33,502 | +9.3% | 1.00% | +16.5% |
| Q4 2021 | $1,984,000 | +16.1% | 30,644 | +110.5% | 0.86% | +39.0% |
| Q3 2021 | $1,709,000 | +33.5% | 14,558 | +34.8% | 0.62% | +33.3% |
| Q2 2021 | $1,280,000 | +10.8% | 10,800 | +5.7% | 0.46% | +3.6% |
| Q1 2021 | $1,155,000 | +7.8% | 10,220 | +0.0% | 0.45% | 0.0% |
| Q4 2020 | $1,071,000 | +53.0% | 10,215 | +37.0% | 0.45% | +23.7% |
| Q3 2020 | $700,000 | +5.1% | 7,454 | +0.8% | 0.36% | -2.4% |
| Q2 2020 | $666,000 | – | 7,394 | – | 0.37% | – |
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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% |