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 | $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 | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |