WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,152,882 | -6.5% | 35,780 | -0.3% | 0.14% | +2.2% |
| Q2 2023 | $2,302,983 | -0.2% | 35,895 | -5.7% | 0.14% | -4.9% |
| Q1 2023 | $2,306,600 | +27.7% | 38,069 | +27.8% | 0.14% | +26.3% |
| Q4 2022 | $1,806,763 | +18.2% | 29,790 | +5.7% | 0.11% | +8.6% |
| Q3 2022 | $1,529,000 | +18.5% | 28,172 | +26.5% | 0.10% | +25.0% |
| Q2 2022 | $1,290,000 | +16.7% | 22,268 | +30.2% | 0.08% | +37.7% |
| Q1 2022 | $1,105,000 | -12.4% | 17,109 | -12.3% | 0.06% | -9.0% |
| Q4 2021 | $1,262,000 | – | 19,499 | – | 0.07% | – |
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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% |