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 | $919,036 | +5.8% | 15,274 | +9.1% | 0.01% | +8.3% |
| Q2 2023 | $868,887 | +93.4% | 13,994 | +88.8% | 0.01% | +71.4% |
| Q1 2023 | $449,214 | +56.9% | 7,414 | +57.0% | 0.01% | +40.0% |
| Q4 2022 | $286,329 | +23.6% | 4,721 | +10.5% | 0.01% | +25.0% |
| Q3 2022 | $231,744 | +1.2% | 4,271 | +8.2% | 0.00% | 0.0% |
| Q2 2022 | $229,000 | -55.5% | 3,946 | -50.6% | 0.00% | -55.6% |
| Q1 2022 | $515,000 | – | 7,982 | – | 0.01% | – |
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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% |