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 | $579,427 | -0.3% | 9,630 | +2.9% | 0.09% | +3.4% |
| Q2 2023 | $580,943 | +3.0% | 9,356 | +0.5% | 0.09% | 0.0% |
| Q1 2023 | $564,006 | -33.7% | 9,309 | -33.6% | 0.09% | -32.3% |
| Q4 2022 | $850,570 | +10.0% | 14,024 | -1.6% | 0.13% | +1.6% |
| Q3 2022 | $773,000 | -6.4% | 14,248 | -0.1% | 0.13% | -1.5% |
| Q2 2022 | $826,000 | -9.2% | 14,257 | +1.2% | 0.13% | +3.2% |
| Q1 2022 | $910,000 | +1.2% | 14,089 | +1.5% | 0.13% | -6.7% |
| Q4 2021 | $899,000 | +10.4% | 13,882 | +100.2% | 0.14% | +5.5% |
| Q3 2021 | $814,000 | +2.0% | 6,935 | +2.9% | 0.13% | +2.4% |
| Q2 2021 | $798,000 | -7.6% | 6,739 | -11.8% | 0.12% | -16.7% |
| Q1 2021 | $864,000 | -58.3% | 7,640 | -61.3% | 0.15% | -60.5% |
| Q4 2020 | $2,072,000 | +11.4% | 19,761 | -0.2% | 0.38% | +5.6% |
| Q3 2020 | $1,860,000 | +3.9% | 19,796 | -0.4% | 0.36% | -5.3% |
| Q2 2020 | $1,791,000 | +43.9% | 19,880 | +25.1% | 0.38% | +26.2% |
| Q1 2020 | $1,245,000 | -21.3% | 15,895 | +6.1% | 0.30% | -5.0% |
| Q4 2019 | $1,582,000 | +8.4% | 14,981 | +1.7% | 0.32% | +12.8% |
| Q3 2019 | $1,460,000 | -0.4% | 14,728 | -2.4% | 0.28% | -0.4% |
| Q2 2019 | $1,466,000 | +7.6% | 15,086 | +4.7% | 0.28% | +5.6% |
| Q1 2019 | $1,363,000 | +8.9% | 14,406 | -2.7% | 0.27% | -0.7% |
| Q4 2018 | $1,252,000 | -42.1% | 14,801 | -34.3% | 0.27% | -33.6% |
| Q3 2018 | $2,164,000 | +7.6% | 22,531 | +2.1% | 0.40% | +2.3% |
| Q2 2018 | $2,011,000 | +2.5% | 22,063 | +0.2% | 0.40% | +3.4% |
| Q1 2018 | $1,962,000 | -4.2% | 22,013 | -0.1% | 0.38% | -3.3% |
| Q4 2017 | $2,048,000 | +3.2% | 22,026 | -6.8% | 0.40% | -14.1% |
| Q1 2017 | $1,985,000 | +4.3% | 23,631 | +0.9% | 0.46% | -5.9% |
| Q4 2016 | $1,903,000 | +9.8% | 23,416 | +5.5% | 0.49% | +4.7% |
| Q3 2016 | $1,733,000 | +1.8% | 22,187 | +0.0% | 0.47% | -1.5% |
| Q2 2016 | $1,702,000 | -8.4% | 22,182 | -11.4% | 0.48% | -16.5% |
| Q1 2016 | $1,858,000 | +25.6% | 25,030 | +21.2% | 0.57% | +12.9% |
| Q4 2015 | $1,479,000 | +10.1% | 20,645 | +4.4% | 0.50% | +5.0% |
| Q3 2015 | $1,343,000 | -2.5% | 19,784 | +5.1% | 0.48% | +6.7% |
| Q2 2015 | $1,377,000 | +1.2% | 18,819 | +4.8% | 0.45% | +2.7% |
| Q1 2015 | $1,360,000 | +504.4% | 17,963 | +486.1% | 0.44% | +491.9% |
| Q4 2014 | $225,000 | +8.7% | 3,065 | +5.7% | 0.07% | +4.2% |
| Q3 2014 | $207,000 | +3.0% | 2,899 | +3.4% | 0.07% | +4.4% |
| Q2 2014 | $201,000 | – | 2,804 | – | 0.07% | – |
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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% |