WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 88 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $105,000 | -4.5% | 1,092 | -9.4% | 0.01% | -10.0% |
| Q2 2018 | $110,000 | -93.7% | 1,205 | -93.9% | 0.01% | -94.4% |
| Q1 2018 | $1,753,000 | -17.0% | 19,663 | -13.5% | 0.18% | -18.1% |
| Q4 2017 | $2,113,000 | +5.5% | 22,728 | -0.4% | 0.22% | -3.1% |
| Q3 2017 | $2,003,000 | +8.3% | 22,823 | +5.0% | 0.22% | +1.8% |
| Q2 2017 | $1,850,000 | -1.1% | 21,746 | -2.4% | 0.22% | -6.4% |
| Q1 2017 | $1,870,000 | +18.4% | 22,270 | +14.6% | 0.23% | +6.8% |
| Q4 2016 | $1,579,000 | +24.4% | 19,430 | +19.6% | 0.22% | +17.7% |
| Q3 2016 | $1,269,000 | +21.9% | 16,245 | +19.8% | 0.19% | +12.0% |
| Q2 2016 | $1,041,000 | +47.9% | 13,561 | +42.9% | 0.17% | +44.3% |
| Q1 2016 | $704,000 | +20.5% | 9,490 | +16.5% | 0.12% | +13.9% |
| Q4 2015 | $584,000 | – | 8,146 | – | 0.10% | – |
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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% |