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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 78,070 | $5,574,000 | 5.15% |
| Dorsey Wright & Associates | 442,993 | $31,625,000 | 4.42% |
| Arrow Investment Advisors, LLC | 312,100 | $22,281,000 | 4.03% |
| JFS WEALTH ADVISORS, LLC | 162,695 | $11,615,000 | 2.03% |
| WADE G W & INC | 16,430 | $1,173,000 | 0.34% |
| Investors Capital Advisory Services | 22,912 | $1,635,000 | 0.32% |
| Concert Wealth Management Inc. | 22,200 | $1,582,000 | 0.21% |
| Windsor Financial Group, LLC | 4,710 | $336,000 | 0.16% |
| B. Riley Wealth Management, Inc. | 2,322 | $165,000 | 0.12% |
| LPL Financial LLC | 266,709 | $18,822,000 | 0.11% |