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 | $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 ↓ |
|---|---|---|---|
| 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% |