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 | $1,721,464 | +192.9% | 28,610 | +202.3% | 0.00% | – |
| Q2 2023 | $587,682 | +7.8% | 9,465 | +5.2% | 0.00% | – |
| Q1 2023 | $545,371 | -6.2% | 9,001 | -6.1% | 0.00% | – |
| Q4 2022 | $581,452 | -29.0% | 9,587 | -36.4% | 0.00% | – |
| Q3 2022 | $819,000 | +148.9% | 15,085 | +165.7% | 0.00% | – |
| Q2 2022 | $329,000 | +56.7% | 5,677 | +74.8% | 0.00% | – |
| Q1 2022 | $210,000 | -66.7% | 3,248 | -66.6% | 0.00% | – |
| Q4 2021 | $630,000 | -53.2% | 9,730 | -23.6% | 0.00% | – |
| Q4 2019 | $1,345,000 | -73.8% | 12,740 | -75.4% | 0.00% | -100.0% |
| Q3 2019 | $5,134,000 | +55.5% | 51,800 | +52.4% | 0.00% | 0.0% |
| Q2 2019 | $3,302,000 | +40.4% | 33,985 | +36.7% | 0.00% | 0.0% |
| Q1 2019 | $2,352,000 | +11.7% | 24,859 | -0.1% | 0.00% | 0.0% |
| Q4 2018 | $2,106,000 | +515.8% | 24,890 | +599.9% | 0.00% | – |
| Q3 2018 | $342,000 | -95.8% | 3,556 | -96.0% | 0.00% | -100.0% |
| Q4 2017 | $8,183,000 | +80.6% | 88,032 | +70.5% | 0.00% | +100.0% |
| Q3 2017 | $4,530,000 | +5.9% | 51,622 | +2.7% | 0.00% | 0.0% |
| Q2 2017 | $4,277,000 | +0.4% | 50,287 | -0.9% | 0.00% | 0.0% |
| Q1 2017 | $4,261,000 | +4.5% | 50,732 | +1.1% | 0.00% | 0.0% |
| Q4 2016 | $4,079,000 | -10.7% | 50,200 | -14.1% | 0.00% | 0.0% |
| Q3 2016 | $4,566,000 | +1053.0% | 58,443 | +1033.9% | 0.00% | – |
| Q2 2016 | $396,000 | -32.2% | 5,154 | -34.4% | 0.00% | – |
| Q1 2016 | $584,000 | -47.5% | 7,862 | -49.3% | 0.00% | – |
| Q4 2015 | $1,112,000 | +174.6% | 15,519 | +160.3% | 0.00% | – |
| Q3 2015 | $405,000 | +0.5% | 5,962 | +8.2% | 0.00% | – |
| Q2 2015 | $403,000 | +28.8% | 5,509 | +25.7% | 0.00% | – |
| Q3 2014 | $313,000 | -26.4% | 4,383 | -26.2% | 0.00% | – |
| Q2 2014 | $425,000 | +3.7% | 5,943 | -1.1% | 0.00% | – |
| Q1 2014 | $410,000 | -8.3% | 6,009 | -9.8% | 0.00% | – |
| Q4 2013 | $447,000 | +79.5% | 6,665 | +46.2% | 0.00% | – |
| Q3 2012 | $249,000 | – | 4,558 | – | 0.00% | – |
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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% |