WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $143,446 | -3.1% | 2,384 | 0.0% | 0.00% | – |
| Q2 2023 | $148,023 | +2.5% | 2,384 | 0.0% | 0.00% | – |
| Q1 2023 | $144,447 | -0.1% | 2,384 | 0.0% | 0.00% | – |
| Q4 2022 | $144,590 | +11.2% | 2,384 | 0.0% | 0.00% | – |
| Q3 2022 | $130,000 | -37.5% | 2,384 | -33.8% | 0.00% | – |
| Q2 2022 | $208,000 | +35.1% | 3,599 | +51.0% | 0.00% | – |
| Q1 2022 | $154,000 | -0.6% | 2,384 | 0.0% | 0.00% | – |
| Q4 2021 | $155,000 | +5.4% | 2,384 | +90.9% | 0.00% | – |
| Q3 2021 | $147,000 | -2.6% | 1,249 | -2.3% | 0.00% | – |
| Q2 2021 | $151,000 | +4.1% | 1,279 | 0.0% | 0.00% | – |
| Q1 2021 | $145,000 | +8.2% | 1,279 | 0.0% | 0.00% | – |
| Q4 2020 | $134,000 | +10.7% | 1,279 | 0.0% | 0.00% | – |
| Q3 2020 | $121,000 | +5.2% | 1,279 | 0.0% | 0.00% | – |
| Q2 2020 | $115,000 | +15.0% | 1,279 | 0.0% | 0.00% | – |
| Q1 2020 | $100,000 | -25.9% | 1,279 | 0.0% | 0.00% | – |
| Q4 2019 | $135,000 | +6.3% | 1,279 | 0.0% | 0.00% | – |
| Q3 2019 | $127,000 | +2.4% | 1,279 | 0.0% | 0.00% | – |
| Q2 2019 | $124,000 | +2.5% | 1,279 | 0.0% | 0.00% | – |
| Q1 2019 | $121,000 | +12.0% | 1,279 | 0.0% | 0.00% | – |
| Q4 2018 | $108,000 | -12.2% | 1,279 | 0.0% | 0.00% | – |
| Q3 2018 | $123,000 | +1.7% | 1,279 | -4.1% | 0.00% | – |
| Q2 2018 | $121,000 | -22.9% | 1,333 | -24.7% | 0.00% | – |
| Q1 2018 | $157,000 | -4.3% | 1,771 | +0.2% | 0.00% | – |
| Q4 2017 | $164,000 | +5.8% | 1,768 | +0.2% | 0.00% | – |
| Q3 2017 | $155,000 | +42.2% | 1,765 | +37.1% | 0.00% | – |
| Q2 2017 | $109,000 | +0.9% | 1,287 | +0.2% | 0.00% | – |
| Q1 2017 | $108,000 | +3.8% | 1,285 | +0.2% | 0.00% | – |
| Q4 2016 | $104,000 | +4.0% | 1,282 | +0.2% | 0.00% | – |
| Q3 2016 | $100,000 | +2.0% | 1,279 | +0.2% | 0.00% | – |
| Q2 2016 | $98,000 | +4.3% | 1,276 | +0.2% | 0.00% | – |
| Q1 2016 | $94,000 | -15.3% | 1,273 | -17.6% | 0.00% | – |
| Q4 2015 | $111,000 | -5.9% | 1,545 | -11.3% | 0.00% | – |
| Q3 2015 | $118,000 | -11.3% | 1,742 | -3.8% | 0.00% | – |
| Q2 2015 | $133,000 | -0.7% | 1,811 | +0.2% | 0.00% | – |
| Q1 2015 | $134,000 | +59.5% | 1,807 | +53.1% | 0.00% | – |
| Q3 2014 | $84,000 | – | 1,180 | – | 0.00% | – |
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% |