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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,273 | +0.5% | 483 | +0.6% | 0.02% | -5.9% |
| Q4 2022 | $29,126 | +16.5% | 480 | +3.2% | 0.02% | +13.3% |
| Q3 2022 | $25,000 | -3.8% | 465 | +2.2% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -7.1% | 455 | +4.1% | 0.02% | +14.3% |
| Q1 2022 | $28,000 | +7.7% | 437 | +10.6% | 0.01% | +16.7% |
| Q4 2021 | $26,000 | +13.0% | 395 | +101.5% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | +91.7% | 196 | +100.0% | 0.01% | +100.0% |
| Q2 2021 | $12,000 | – | 98 | – | 0.01% | – |
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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% |