WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $427,809 | -3.1% | 7,110 | 0.0% | 0.26% | -0.4% |
| Q2 2023 | $441,460 | +2.5% | 7,110 | 0.0% | 0.26% | -7.9% |
| Q1 2023 | $430,795 | -6.7% | 7,110 | -6.6% | 0.28% | -15.7% |
| Q4 2022 | $461,547 | +97.2% | 7,610 | +76.2% | 0.33% | +92.4% |
| Q3 2022 | $234,000 | -6.4% | 4,320 | 0.0% | 0.17% | -1.7% |
| Q2 2022 | $250,000 | -10.4% | 4,320 | 0.0% | 0.18% | +15.9% |
| Q1 2022 | $279,000 | -46.9% | 4,320 | -46.7% | 0.15% | -36.8% |
| Q4 2021 | $525,000 | +7.6% | 8,110 | +97.3% | 0.24% | -2.0% |
| Q3 2021 | $488,000 | +0.2% | 4,110 | 0.0% | 0.24% | +1.7% |
| Q2 2021 | $487,000 | +4.7% | 4,110 | 0.0% | 0.24% | -7.0% |
| Q1 2021 | $465,000 | +7.9% | 4,110 | 0.0% | 0.26% | +3.2% |
| Q4 2020 | $431,000 | +11.7% | 4,110 | 0.0% | 0.25% | -9.1% |
| Q3 2020 | $386,000 | +4.3% | 4,110 | 0.0% | 0.28% | -10.4% |
| Q2 2020 | $370,000 | +14.9% | 4,110 | 0.0% | 0.31% | -18.8% |
| Q1 2020 | $322,000 | -25.8% | 4,110 | 0.0% | 0.38% | -11.3% |
| Q4 2019 | $434,000 | +6.6% | 4,110 | 0.0% | 0.43% | -0.2% |
| Q3 2019 | $407,000 | -0.5% | 4,110 | -2.3% | 0.43% | +12.1% |
| Q2 2019 | $409,000 | +2.8% | 4,205 | 0.0% | 0.38% | -8.0% |
| Q1 2019 | $398,000 | – | 4,205 | – | 0.41% | – |
Download | ||||||
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% |