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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $201,825 | -0.1% | 3,331 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $202,025 | -7.3% | 3,331 | -16.9% | 0.00% | 0.0% |
Q3 2022 | $218,000 | -6.0% | 4,009 | +0.1% | 0.00% | 0.0% |
Q2 2022 | $232,000 | -12.5% | 4,004 | -2.3% | 0.00% | 0.0% |
Q1 2022 | $265,000 | -1.5% | 4,099 | -1.5% | 0.00% | 0.0% |
Q4 2021 | $269,000 | +10.2% | 4,160 | +100.2% | 0.00% | 0.0% |
Q3 2021 | $244,000 | -2.0% | 2,078 | -1.1% | 0.00% | 0.0% |
Q2 2021 | $249,000 | +4.2% | 2,101 | -0.6% | 0.00% | -20.0% |
Q1 2021 | $239,000 | +7.7% | 2,114 | +0.0% | 0.01% | 0.0% |
Q4 2020 | $222,000 | +10.4% | 2,113 | -1.1% | 0.01% | 0.0% |
Q3 2020 | $201,000 | -1.0% | 2,136 | -5.2% | 0.01% | -16.7% |
Q2 2020 | $203,000 | – | 2,252 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |