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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $440 | -3.3% | 7,312 | -0.3% | 0.00% | 0.0% |
Q2 2023 | $455 | -0.2% | 7,334 | -2.6% | 0.00% | 0.0% |
Q1 2023 | $456 | -0.2% | 7,530 | +0.0% | 0.00% | 0.0% |
Q4 2022 | $457 | -99.9% | 7,527 | +0.1% | 0.00% | 0.0% |
Q3 2022 | $408,000 | +5.2% | 7,522 | +13.2% | 0.00% | 0.0% |
Q2 2022 | $388,000 | -17.4% | 6,642 | -8.8% | 0.00% | 0.0% |
Q1 2022 | $470,000 | -9.8% | 7,280 | -9.5% | 0.00% | 0.0% |
Q4 2021 | $521,000 | -2.6% | 8,044 | +76.7% | 0.00% | 0.0% |
Q3 2021 | $535,000 | +3.7% | 4,553 | +4.5% | 0.00% | 0.0% |
Q2 2021 | $516,000 | +0.4% | 4,356 | -4.3% | 0.00% | 0.0% |
Q1 2021 | $514,000 | +41.2% | 4,550 | +31.2% | 0.00% | 0.0% |
Q4 2020 | $364,000 | -1.9% | 3,468 | -12.1% | 0.00% | 0.0% |
Q3 2020 | $371,000 | +4.2% | 3,947 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $356,000 | -33.0% | 3,947 | -41.8% | 0.00% | -50.0% |
Q1 2020 | $531,000 | +17.2% | 6,783 | +58.1% | 0.00% | +33.3% |
Q4 2019 | $453,000 | +14.1% | 4,289 | +7.0% | 0.00% | 0.0% |
Q3 2019 | $397,000 | +7.9% | 4,010 | +5.9% | 0.00% | 0.0% |
Q2 2019 | $368,000 | -44.6% | 3,788 | -46.0% | 0.00% | -40.0% |
Q1 2019 | $664,000 | +10.1% | 7,015 | -1.5% | 0.01% | -16.7% |
Q4 2018 | $603,000 | -17.4% | 7,122 | -6.3% | 0.01% | 0.0% |
Q3 2018 | $730,000 | +52.7% | 7,603 | +44.9% | 0.01% | +20.0% |
Q2 2018 | $478,000 | -21.1% | 5,248 | -22.8% | 0.01% | -16.7% |
Q1 2018 | $606,000 | -60.7% | 6,800 | -59.0% | 0.01% | -62.5% |
Q4 2017 | $1,541,000 | +4.9% | 16,576 | -1.0% | 0.02% | -5.9% |
Q3 2017 | $1,469,000 | -0.3% | 16,742 | -3.4% | 0.02% | -5.6% |
Q2 2017 | $1,474,000 | +11.5% | 17,332 | +10.1% | 0.02% | 0.0% |
Q1 2017 | $1,322,000 | +11.7% | 15,735 | +8.0% | 0.02% | 0.0% |
Q4 2016 | $1,184,000 | -0.1% | 14,573 | -3.9% | 0.02% | -14.3% |
Q3 2016 | $1,185,000 | +3.0% | 15,165 | -2.2% | 0.02% | -30.0% |
Q1 2016 | $1,151,000 | +4.8% | 15,507 | +1.2% | 0.03% | +7.1% |
Q4 2015 | $1,098,000 | +15.8% | 15,320 | +9.7% | 0.03% | +3.7% |
Q3 2015 | $948,000 | -99.8% | 13,965 | +127.9% | 0.03% | +200.0% |
Q2 2015 | $448,582,000 | +96995.7% | 6,129 | -1.5% | 0.01% | 0.0% |
Q1 2015 | $462,000 | -100.0% | 6,225 | -68.0% | 0.01% | -69.0% |
Q4 2014 | $1,452,779,000 | +488.0% | 19,434 | +461.5% | 0.03% | +480.0% |
Q3 2014 | $247,085,000 | – | 3,461 | – | 0.01% | – |
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% |