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 ↓ |
---|---|---|---|
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% |