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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |