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 | $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 ↓ |
|---|---|---|---|
| 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% |