WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,168 | -1.3% | 8,013 | +1.8% | 0.00% | – |
| Q2 2023 | $488,550 | -53.7% | 7,868 | -54.8% | 0.00% | – |
| Q1 2023 | $1,055,680 | +115.6% | 17,424 | +115.8% | 0.00% | – |
| Q4 2022 | $489,680 | +7.4% | 8,074 | -3.9% | 0.00% | – |
| Q3 2022 | $456,000 | +49.0% | 8,406 | +59.0% | 0.00% | – |
| Q2 2022 | $306,000 | +18.6% | 5,287 | +32.3% | 0.00% | – |
| Q1 2022 | $258,000 | +4.0% | 3,997 | +4.3% | 0.00% | – |
| Q4 2021 | $248,000 | -30.9% | 3,833 | +25.4% | 0.00% | – |
| Q3 2021 | $359,000 | +0.6% | 3,056 | +1.3% | 0.00% | – |
| Q2 2021 | $357,000 | +0.3% | 3,017 | -4.3% | 0.00% | – |
| Q1 2021 | $356,000 | +7.9% | 3,151 | -0.0% | 0.00% | – |
| Q4 2020 | $330,000 | +10.4% | 3,152 | -0.9% | 0.00% | – |
| Q3 2020 | $299,000 | +34.7% | 3,181 | +29.2% | 0.00% | – |
| Q2 2020 | $222,000 | +404.5% | 2,462 | +341.2% | 0.00% | – |
| Q1 2020 | $44,000 | -48.2% | 558 | -30.6% | 0.00% | – |
| Q4 2019 | $85,000 | +6.2% | 804 | -0.1% | 0.00% | – |
| Q3 2019 | $80,000 | +70.2% | 805 | +66.7% | 0.00% | – |
| Q2 2019 | $47,000 | +2.2% | 483 | -0.4% | 0.00% | – |
| Q1 2019 | $46,000 | +4500.0% | 485 | +7983.3% | 0.00% | – |
| Q4 2018 | $1,000 | – | 6 | – | 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% |