WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |