WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $86,644 | -3.1% | 1,440 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $89,409 | -45.4% | 1,440 | -46.7% | 0.01% | -46.2% |
Q1 2023 | $163,653 | +87.4% | 2,701 | +87.6% | 0.01% | +85.7% |
Q4 2022 | $87,336 | +12.0% | 1,440 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $78,000 | -6.0% | 1,440 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $83,000 | -10.8% | 1,440 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $93,000 | 0.0% | 1,440 | 0.0% | 0.01% | +40.0% |
Q4 2021 | $93,000 | +9.4% | 1,440 | +100.0% | 0.01% | 0.0% |
Q3 2021 | $85,000 | 0.0% | 720 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $85,000 | +4.9% | 720 | 0.0% | 0.01% | -16.7% |
Q1 2021 | $81,000 | +6.6% | 720 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $76,000 | +11.8% | 720 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $68,000 | +4.6% | 720 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $65,000 | +16.1% | 720 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $56,000 | -26.3% | 720 | 0.0% | 0.01% | -25.0% |
Q4 2019 | $76,000 | – | 720 | – | 0.01% | – |
Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
Q2 2019 | $70,000 | +2.9% | 720 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $68,000 | +13.3% | 720 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $60,000 | – | 720 | – | 0.01% | – |
Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pinnacle Financial Group, LLC / IL | 309,400 | $18,765,095 | 13.26% |
626 Financial, LLC | 310,943 | $18,858,705 | 13.11% |
Vertex Planning Partners, LLC | 510,071 | $30,935,778 | 12.07% |
FFG RETIREMENT ADVISORS LLC | 125,775 | $7,628,254 | 6.96% |
Melone Private Wealth, LLC | 99,957 | $6,062,420 | 5.14% |
Arrow Investment Advisors, LLC | 114,024 | $6,915,555 | 4.86% |
Rooted Wealth Advisors, Inc. | 77,563 | $4,704 | 3.95% |
Connecticut Wealth Management, LLC | 530,892 | $32,198,626 | 2.73% |
MGO Private Wealth, LLC | 78,558 | $4,764,514 | 2.17% |
Avant Capital LLC | 22,971 | $1,393,220 | 1.71% |