WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 109 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $368,180 | -3.1% | 6,119 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $379,929 | +1.4% | 6,119 | -1.0% | 0.01% | -16.7% |
| Q1 2023 | $374,507 | -0.1% | 6,181 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $374,878 | +11.9% | 6,181 | 0.0% | 0.01% | +7.7% |
| Q3 2022 | $335,000 | -6.4% | 6,181 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $358,000 | -17.3% | 6,181 | -7.8% | 0.01% | -7.1% |
| Q1 2022 | $433,000 | -0.2% | 6,706 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $434,000 | +10.2% | 6,706 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $394,000 | -3.2% | 3,353 | -2.3% | 0.01% | -7.1% |
| Q2 2021 | $407,000 | +4.9% | 3,432 | 0.0% | 0.01% | -17.6% |
| Q1 2021 | $388,000 | -46.1% | 3,432 | -50.0% | 0.02% | 0.0% |
| Q4 2020 | $720,000 | +123.6% | 6,864 | +100.0% | 0.02% | -5.6% |
| Q3 2020 | $322,000 | -47.9% | 3,432 | -50.0% | 0.02% | 0.0% |
| Q2 2020 | $618,000 | +14.9% | 6,864 | 0.0% | 0.02% | -10.0% |
| Q1 2020 | $538,000 | +43.5% | 6,864 | +93.4% | 0.02% | -13.0% |
| Q4 2019 | $375,000 | +6.5% | 3,550 | 0.0% | 0.02% | -8.0% |
| Q3 2019 | $352,000 | +1855.6% | 3,550 | +1818.9% | 0.02% | +2400.0% |
| Q2 2019 | $18,000 | – | 185 | – | 0.00% | – |
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% |