WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 154 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $358,845 | -6.3% | 6,613 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $382,984 | -34.6% | 6,613 | -27.1% | 0.02% | -20.0% |
| Q1 2022 | $586,039 | -1.7% | 9,077 | -1.4% | 0.02% | 0.0% |
| Q4 2021 | $596,089 | +38.2% | 9,207 | +150.7% | 0.02% | +25.0% |
| Q3 2021 | $431,217 | -2.2% | 3,672 | -1.3% | 0.02% | -5.9% |
| Q2 2021 | $441,034 | +16.6% | 3,722 | +11.2% | 0.02% | 0.0% |
| Q1 2021 | $378,394 | +13.4% | 3,347 | +5.1% | 0.02% | 0.0% |
| Q4 2020 | $333,820 | +2.0% | 3,184 | -8.6% | 0.02% | -10.5% |
| Q3 2020 | $327,322 | -6.7% | 3,484 | -10.5% | 0.02% | -17.4% |
| Q2 2020 | $350,682 | +15.1% | 3,892 | 0.0% | 0.02% | -8.0% |
| Q1 2020 | $304,799 | -25.8% | 3,892 | 0.0% | 0.02% | -13.8% |
| Q4 2019 | $410,848 | +6.5% | 3,892 | 0.0% | 0.03% | -9.4% |
| Q3 2019 | $385,702 | +2.0% | 3,892 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $378,157 | -16.4% | 3,892 | -18.6% | 0.03% | -25.6% |
| Q1 2019 | $452,438 | +11.8% | 4,781 | 0.0% | 0.04% | -14.0% |
| Q4 2018 | $404,579 | -11.9% | 4,781 | 0.0% | 0.05% | -5.7% |
| Q3 2018 | $459,180 | +5.4% | 4,781 | 0.0% | 0.05% | -10.2% |
| Q2 2018 | $435,752 | -11.8% | 4,781 | -13.8% | 0.06% | -20.3% |
| Q1 2018 | $494,326 | -13.0% | 5,546 | -9.2% | 0.07% | -17.8% |
| Q4 2017 | $568,075 | – | 6,111 | – | 0.09% | – |
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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% |