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 | $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 ↓ |
|---|---|---|---|
| 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% |