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 | $519,869 | -3.1% | 8,640 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $536,458 | +2.5% | 8,640 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $523,498 | -0.1% | 8,640 | 0.0% | 0.01% | -18.8% |
| Q4 2022 | $524,016 | +11.7% | 8,640 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $469,000 | -6.2% | 8,640 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $500,000 | -10.4% | 8,640 | 0.0% | 0.02% | +5.9% |
| Q1 2022 | $558,000 | -0.2% | 8,640 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $559,000 | +10.3% | 8,640 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $507,000 | -1.0% | 4,320 | 0.0% | 0.02% | -5.6% |
| Q2 2021 | $512,000 | +4.9% | 4,320 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $488,000 | +7.7% | 4,320 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $453,000 | +11.6% | 4,320 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $406,000 | +4.4% | 4,320 | 0.0% | 0.02% | -5.3% |
| Q2 2020 | $389,000 | +15.1% | 4,320 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $338,000 | -25.9% | 4,320 | 0.0% | 0.02% | -4.8% |
| Q4 2019 | $456,000 | +6.5% | 4,320 | 0.0% | 0.02% | +5.0% |
| Q3 2019 | $428,000 | -57.8% | 4,320 | -64.0% | 0.02% | -66.1% |
| Q4 2018 | $1,015,000 | -11.9% | 12,000 | 0.0% | 0.06% | -1.7% |
| Q3 2018 | $1,152,000 | +5.3% | 12,000 | -0.0% | 0.06% | -1.6% |
| Q2 2018 | $1,094,000 | +2.2% | 12,006 | +0.1% | 0.06% | +1.7% |
| Q1 2018 | $1,070,000 | -12.8% | 12,000 | -9.1% | 0.06% | -10.4% |
| Q4 2017 | $1,227,000 | +6.0% | 13,200 | 0.0% | 0.07% | +4.7% |
| Q3 2017 | $1,158,000 | +1.9% | 13,200 | 0.0% | 0.06% | -22.9% |
| Q2 2017 | $1,136,000 | – | 13,200 | – | 0.08% | – |
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% |