WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 114 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $78,848 | +8.7% | 1,206 | 0.0% | 0.01% | -9.1% |
| Q3 2023 | $72,565 | -9.7% | 1,206 | -6.8% | 0.01% | -15.4% |
| Q2 2023 | $80,344 | +2.5% | 1,294 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $78,403 | +100416.7% | 1,294 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $78 | -99.9% | 1,294 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $70,000 | -6.7% | 1,294 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $75,000 | -10.7% | 1,294 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $84,000 | 0.0% | 1,294 | 0.0% | 0.01% | -20.0% |
| Q4 2021 | $84,000 | +10.5% | 1,294 | +100.0% | 0.02% | +7.1% |
| Q3 2021 | $76,000 | +4.1% | 647 | 0.0% | 0.01% | +16.7% |
| Q1 2021 | $73,000 | +7.4% | 647 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $68,000 | +11.5% | 647 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $61,000 | -7.6% | 647 | -12.2% | 0.01% | -14.3% |
| Q2 2020 | $66,000 | +13.8% | 737 | 0.0% | 0.01% | +7.7% |
| Q1 2020 | $58,000 | -25.6% | 737 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $78,000 | +6.8% | 737 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $73,000 | -6.4% | 737 | -8.1% | 0.02% | -6.2% |
| Q2 2019 | $78,000 | +2.6% | 802 | 0.0% | 0.02% | +14.3% |
| Q1 2019 | $76,000 | +11.8% | 802 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $68,000 | -11.7% | 802 | 0.0% | 0.02% | -6.2% |
| Q3 2018 | $77,000 | -1.3% | 802 | -5.9% | 0.02% | -5.9% |
| Q2 2018 | $78,000 | +2.6% | 852 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $76,000 | -3.8% | 852 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $79,000 | +5.3% | 852 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $75,000 | – | 852 | – | 0.02% | – |
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% |