WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,562 | -3.8% | 42,581 | -0.7% | 0.01% | 0.0% |
| Q2 2023 | $2,662 | +1.7% | 42,866 | -0.8% | 0.01% | 0.0% |
| Q1 2023 | $2,617 | -0.9% | 43,196 | -0.8% | 0.01% | -16.7% |
| Q4 2022 | $2,640 | -99.9% | 43,544 | +9.3% | 0.01% | 0.0% |
| Q3 2022 | $2,160,000 | +6.1% | 39,823 | +13.3% | 0.01% | +20.0% |
| Q2 2022 | $2,035,000 | -18.3% | 35,145 | -8.9% | 0.01% | -16.7% |
| Q1 2022 | $2,490,000 | +1.8% | 38,574 | +2.1% | 0.01% | 0.0% |
| Q4 2021 | $2,445,000 | +10.6% | 37,780 | +100.7% | 0.01% | 0.0% |
| Q3 2021 | $2,210,000 | +0.7% | 18,822 | +1.6% | 0.01% | 0.0% |
| Q2 2021 | $2,195,000 | +1.7% | 18,532 | -3.0% | 0.01% | 0.0% |
| Q1 2021 | $2,159,000 | -44.9% | 19,101 | -48.9% | 0.01% | -50.0% |
| Q4 2020 | $3,915,000 | +68.3% | 37,345 | +50.9% | 0.01% | +50.0% |
| Q3 2020 | $2,326,000 | -3.4% | 24,756 | -7.4% | 0.01% | -11.1% |
| Q2 2020 | $2,408,000 | -13.6% | 26,732 | -24.9% | 0.01% | -30.8% |
| Q1 2020 | $2,786,000 | -36.8% | 35,574 | -14.8% | 0.01% | -23.5% |
| Q4 2019 | $4,406,000 | +30.9% | 41,743 | +22.9% | 0.02% | +21.4% |
| Q3 2019 | $3,367,000 | +6.7% | 33,975 | +4.6% | 0.01% | 0.0% |
| Q2 2019 | $3,156,000 | +2.6% | 32,486 | -0.0% | 0.01% | 0.0% |
| Q1 2019 | $3,075,000 | +11.8% | 32,501 | +0.0% | 0.01% | -6.7% |
| Q4 2018 | $2,750,000 | -8.5% | 32,499 | +3.9% | 0.02% | +7.1% |
| Q3 2018 | $3,004,000 | +5.7% | 31,283 | +0.3% | 0.01% | -6.7% |
| Q2 2018 | $2,843,000 | +1.4% | 31,193 | -0.9% | 0.02% | 0.0% |
| Q1 2018 | $2,804,000 | -0.4% | 31,469 | +3.9% | 0.02% | 0.0% |
| Q4 2017 | $2,815,000 | – | 30,283 | – | 0.02% | – |
Download | ||||||
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% |