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 2023 | $3,445,602 | -5.0% | 57,264 | -1.9% | 0.00% | – |
| Q2 2023 | $3,625,125 | +21.2% | 58,385 | +18.3% | 0.00% | – |
| Q1 2023 | $2,990,906 | +99166.7% | 49,358 | -0.7% | 0.00% | – |
| Q4 2022 | $3,013 | -99.2% | 49,688 | +612.3% | 0.00% | – |
| Q3 2022 | $379,000 | -6.2% | 6,976 | 0.0% | 0.00% | – |
| Q2 2022 | $404,000 | -10.2% | 6,976 | 0.0% | 0.00% | – |
| Q1 2022 | $450,000 | -0.4% | 6,976 | 0.0% | 0.00% | – |
| Q4 2021 | $452,000 | +7.4% | 6,976 | +94.4% | 0.00% | – |
| Q3 2021 | $421,000 | -6.2% | 3,588 | -5.3% | 0.00% | – |
| Q2 2021 | $449,000 | +4.9% | 3,788 | 0.0% | 0.00% | – |
| Q1 2021 | $428,000 | +7.8% | 3,788 | 0.0% | 0.00% | – |
| Q4 2020 | $397,000 | +12.8% | 3,788 | 0.0% | 0.00% | – |
| Q3 2020 | $352,000 | +3.2% | 3,788 | 0.0% | 0.00% | – |
| Q2 2020 | $341,000 | +14.8% | 3,788 | 0.0% | 0.00% | – |
| Q1 2020 | $297,000 | -41.9% | 3,788 | -21.7% | 0.00% | – |
| Q4 2019 | $511,000 | +6.7% | 4,836 | 0.0% | 0.00% | – |
| Q3 2019 | $479,000 | +31.2% | 4,836 | +27.7% | 0.00% | – |
| Q2 2019 | $365,000 | +2.0% | 3,788 | 0.0% | 0.00% | – |
| Q1 2019 | $358,000 | +11.5% | 3,788 | 0.0% | 0.00% | – |
| Q4 2018 | $321,000 | -11.8% | 3,788 | 0.0% | 0.00% | – |
| Q3 2018 | $364,000 | +5.5% | 3,788 | 0.0% | 0.00% | – |
| Q2 2018 | $345,000 | +721.4% | 3,788 | +657.6% | 0.00% | – |
| Q1 2017 | $42,000 | – | 500 | – | 0.00% | – |
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% |