WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,560 | -2.5% | 3,450 | +0.6% | 0.08% | -22.8% |
| Q2 2023 | $212,824 | +3.1% | 3,428 | +0.6% | 0.10% | +21.7% |
| Q1 2023 | $206,426 | +0.5% | 3,407 | +0.6% | 0.08% | -3.5% |
| Q4 2022 | $205,380 | -4.0% | 3,386 | +2.3% | 0.09% | -5.5% |
| Q1 2022 | $214,000 | -5.3% | 3,311 | -5.3% | 0.09% | +1.1% |
| Q4 2021 | $226,000 | +10.8% | 3,498 | +101.3% | 0.09% | -4.3% |
| Q3 2021 | $204,000 | -3.3% | 1,738 | -2.2% | 0.09% | -1.1% |
| Q2 2021 | $211,000 | – | 1,778 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |