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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,181,053 | +9.5% | 18,064 | +0.7% | 0.62% | -4.0% |
| Q3 2023 | $1,078,938 | -2.5% | 17,932 | +0.6% | 0.64% | -16.9% |
| Q2 2023 | $1,106,302 | +3.1% | 17,818 | +0.6% | 0.77% | -4.9% |
| Q1 2023 | $1,073,046 | +0.5% | 17,710 | +0.6% | 0.81% | -8.0% |
| Q4 2022 | $1,067,609 | +12.6% | 17,603 | +0.8% | 0.88% | +1.0% |
| Q3 2022 | $948,000 | -5.6% | 17,471 | +0.7% | 0.88% | -5.0% |
| Q2 2022 | $1,004,000 | -9.6% | 17,344 | +0.8% | 0.92% | +13.0% |
| Q1 2022 | $1,111,000 | +0.1% | 17,213 | +0.4% | 0.82% | -2.0% |
| Q4 2021 | $1,110,000 | – | 17,149 | – | 0.83% | – |
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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% |