WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,447,396 | +1.8% | 107,153 | +5.0% | 0.06% | 0.0% |
| Q2 2023 | $6,335,974 | +4.5% | 102,045 | +2.0% | 0.06% | -4.5% |
| Q1 2023 | $6,064,417 | +1.9% | 100,089 | +2.0% | 0.07% | +24.5% |
| Q4 2022 | $5,952,979 | -99.9% | 98,153 | -44.6% | 0.05% | +3.9% |
| Q3 2022 | $4,811,807,000 | +99010.3% | 177,166 | +111.3% | 0.05% | +2.0% |
| Q2 2022 | $4,855,000 | -2.8% | 83,838 | +8.3% | 0.05% | -3.8% |
| Q1 2022 | $4,996,000 | +8.5% | 77,383 | +8.8% | 0.05% | +10.6% |
| Q4 2021 | $4,604,000 | +14.9% | 71,113 | +108.4% | 0.05% | +17.5% |
| Q3 2021 | $4,006,000 | +1.4% | 34,121 | +2.3% | 0.04% | -11.1% |
| Q2 2021 | $3,950,000 | +10.0% | 33,340 | +5.0% | 0.04% | -2.2% |
| Q1 2021 | $3,590,000 | +10.6% | 31,756 | +1.9% | 0.05% | +21.1% |
| Q4 2020 | $3,246,000 | -99.9% | 31,153 | +7.3% | 0.04% | -25.5% |
| Q3 2020 | $2,733,000,000 | – | 29,039 | – | 0.05% | – |
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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% |