WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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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% |