WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $321,154 | +16.5% | 5,337 | +20.3% | 0.04% | +15.6% |
Q2 2023 | $275,571 | +101.2% | 4,438 | +96.3% | 0.03% | +77.8% |
Q1 2023 | $136,994 | -3.9% | 2,261 | -3.8% | 0.02% | -14.3% |
Q4 2022 | $142,528 | +2.5% | 2,350 | -8.5% | 0.02% | -8.7% |
Q3 2022 | $139,000 | -10.3% | 2,568 | -4.2% | 0.02% | -8.0% |
Q2 2022 | $155,000 | -10.9% | 2,680 | -0.5% | 0.02% | -3.8% |
Q1 2022 | $174,000 | +38.1% | 2,694 | +38.4% | 0.03% | +36.8% |
Q4 2021 | $126,000 | +3.3% | 1,946 | +87.7% | 0.02% | -5.0% |
Q3 2021 | $122,000 | +64.9% | 1,037 | +66.5% | 0.02% | +53.8% |
Q2 2021 | $74,000 | – | 623 | – | 0.01% | – |
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% |