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 | $18,540,594 | -6.7% | 308,137 | -3.7% | 11.03% | -2.2% |
| Q2 2023 | $19,861,575 | +3.3% | 319,884 | +0.8% | 11.28% | -1.7% |
| Q1 2023 | $19,220,691 | +2.4% | 317,225 | +2.5% | 11.48% | -13.5% |
| Q4 2022 | $18,765,095 | +16.4% | 309,400 | +4.2% | 13.26% | -4.9% |
| Q3 2022 | $16,117,000 | -0.9% | 297,041 | +5.7% | 13.95% | +0.6% |
| Q2 2022 | $16,269,000 | -0.3% | 280,938 | +11.1% | 13.87% | +4.9% |
| Q1 2022 | $16,321,000 | -7.4% | 252,796 | -7.2% | 13.22% | -3.0% |
| Q4 2021 | $17,629,000 | – | 272,298 | – | 13.63% | – |
Download | ||||||
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% |