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 | $240,680 | -3.1% | 4,000 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $248,360 | -6.2% | 4,000 | -8.4% | 0.06% | -1.8% |
| Q1 2023 | $264,657 | -0.1% | 4,368 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $264,919 | -20.0% | 4,368 | -14.8% | 0.06% | -18.8% |
| Q1 2022 | $331,000 | -0.3% | 5,126 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $332,000 | +10.3% | 5,126 | +100.0% | 0.07% | +1.5% |
| Q3 2021 | $301,000 | -1.0% | 2,563 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $304,000 | -3.2% | 2,563 | -7.7% | 0.06% | -19.8% |
| Q1 2021 | $314,000 | +7.9% | 2,778 | 0.0% | 0.08% | +5.2% |
| Q4 2020 | $291,000 | +11.5% | 2,778 | 0.0% | 0.08% | -6.1% |
| Q3 2020 | $261,000 | +29.2% | 2,778 | +23.7% | 0.08% | +22.4% |
| Q2 2020 | $202,000 | – | 2,246 | – | 0.07% | – |
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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% |