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 | $24 | -4.0% | 400 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $25 | +4.2% | 400 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $24 | 0.0% | 400 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $24 | -99.9% | 400 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -73.6% | 400 | -70.3% | 0.01% | -65.6% |
| Q1 2022 | $87,000 | -54.7% | 1,345 | -54.7% | 0.03% | -52.2% |
| Q4 2021 | $192,000 | +3.2% | 2,972 | +87.5% | 0.07% | 0.0% |
| Q3 2021 | $186,000 | -18.8% | 1,585 | -18.0% | 0.07% | -20.2% |
| Q2 2021 | $229,000 | -0.4% | 1,934 | -4.9% | 0.08% | -4.5% |
| Q1 2021 | $230,000 | +25.0% | 2,033 | +15.7% | 0.09% | +25.7% |
| Q4 2020 | $184,000 | +15.0% | 1,757 | +3.0% | 0.07% | +6.1% |
| Q3 2020 | $160,000 | – | 1,705 | – | 0.07% | – |
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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% |