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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |