WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 122 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,541,000 | -6.4% | 58,849 | -3.4% | 0.00% | 0.0% |
| Q2 2023 | $3,784,000 | +43.2% | 60,945 | +39.7% | 0.00% | 0.0% |
| Q1 2023 | $2,643,000 | -10.2% | 43,628 | -10.1% | 0.00% | 0.0% |
| Q4 2022 | $2,943,000 | +20.6% | 48,530 | +7.9% | 0.00% | 0.0% |
| Q3 2022 | $2,440,000 | -7.0% | 44,967 | -0.8% | 0.00% | 0.0% |
| Q2 2022 | $2,625,000 | -4.6% | 45,327 | +6.4% | 0.00% | 0.0% |
| Q1 2022 | $2,751,000 | -14.8% | 42,600 | -14.6% | 0.00% | 0.0% |
| Q4 2021 | $3,230,000 | +21.1% | 49,883 | +119.6% | 0.00% | 0.0% |
| Q3 2021 | $2,667,000 | -7.4% | 22,719 | -6.6% | 0.00% | 0.0% |
| Q2 2021 | $2,881,000 | -21.3% | 24,329 | -24.9% | 0.00% | 0.0% |
| Q1 2021 | $3,661,000 | -51.1% | 32,386 | -54.7% | 0.00% | -50.0% |
| Q4 2020 | $7,489,000 | -18.1% | 71,417 | -26.6% | 0.00% | -33.3% |
| Q3 2020 | $9,142,000 | +1055.8% | 97,296 | +1008.7% | 0.00% | – |
| Q2 2020 | $791,000 | -66.1% | 8,776 | -70.6% | 0.00% | -100.0% |
| Q1 2020 | $2,334,000 | +67.7% | 29,812 | +126.0% | 0.00% | 0.0% |
| Q4 2019 | $1,392,000 | +29.0% | 13,193 | +21.1% | 0.00% | – |
| Q3 2019 | $1,079,000 | +25.9% | 10,894 | +23.6% | 0.00% | – |
| Q2 2019 | $857,000 | +47.5% | 8,817 | +43.6% | 0.00% | – |
| Q1 2019 | $581,000 | +8.8% | 6,142 | -2.6% | 0.00% | – |
| Q4 2018 | $534,000 | -10.3% | 6,306 | +1.8% | 0.00% | – |
| Q3 2018 | $595,000 | +35.8% | 6,194 | +28.7% | 0.00% | – |
| Q2 2018 | $438,000 | -29.4% | 4,811 | -30.8% | 0.00% | – |
| Q1 2018 | $620,000 | +12.7% | 6,952 | +17.5% | 0.00% | – |
| Q4 2017 | $550,000 | -77.1% | 5,915 | -78.4% | 0.00% | -100.0% |
| Q3 2017 | $2,403,000 | +306.6% | 27,379 | +294.2% | 0.00% | – |
| Q2 2017 | $591,000 | -57.9% | 6,946 | -58.5% | 0.00% | -100.0% |
| Q1 2017 | $1,405,000 | +175.0% | 16,718 | +165.6% | 0.00% | – |
| Q4 2016 | $511,000 | 0.0% | 6,294 | -3.7% | 0.00% | – |
| Q3 2016 | $511,000 | -9.6% | 6,539 | -11.2% | 0.00% | – |
| Q2 2016 | $565,000 | -21.3% | 7,366 | -24.0% | 0.00% | – |
| Q1 2016 | $718,000 | +25.5% | 9,689 | +21.2% | 0.00% | – |
| Q4 2015 | $572,000 | -66.8% | 7,996 | -68.5% | 0.00% | -100.0% |
| Q3 2015 | $1,723,000 | -44.8% | 25,370 | -40.5% | 0.00% | -50.0% |
| Q2 2015 | $3,122,000 | +408.5% | 42,668 | +415.9% | 0.00% | – |
| Q1 2015 | $614,000 | -3.9% | 8,270 | -3.2% | 0.00% | – |
| Q4 2014 | $639,000 | -56.2% | 8,547 | -58.2% | 0.00% | -100.0% |
| Q3 2014 | $1,458,000 | +282.7% | 20,429 | +283.4% | 0.00% | – |
| Q2 2014 | $381,000 | -21.1% | 5,328 | -24.8% | 0.00% | – |
| Q1 2014 | $483,000 | -27.0% | 7,081 | -28.2% | 0.00% | – |
| Q4 2013 | $662,000 | +19.1% | 9,862 | +9.7% | 0.00% | – |
| Q3 2013 | $556,000 | +153.9% | 8,993 | +148.3% | 0.00% | – |
| Q2 2013 | $219,000 | – | 3,622 | – | 0.00% | – |
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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% |