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 | $18,926,332 | -3.5% | 314,548 | -0.4% | 12.80% | +2.3% |
| Q2 2023 | $19,618,327 | +4.4% | 315,966 | +1.9% | 12.52% | +0.6% |
| Q1 2023 | $18,792,687 | -0.4% | 310,162 | -0.3% | 12.45% | -5.1% |
| Q4 2022 | $18,858,705 | +11.6% | 310,943 | -0.1% | 13.11% | -4.2% |
| Q3 2022 | $16,894,000 | -5.6% | 311,358 | +0.7% | 13.68% | +0.9% |
| Q2 2022 | $17,901,000 | -8.7% | 309,238 | +1.8% | 13.57% | +8.0% |
| Q1 2022 | $19,616,000 | -18.0% | 303,843 | -17.7% | 12.56% | -14.2% |
| Q4 2021 | $23,912,000 | +21.9% | 369,348 | +21.6% | 14.64% | +16.5% |
| Q1 2021 | $19,616,000 | – | 303,843 | – | 12.56% | – |
Download | ||||||
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% |