WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. 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 ↓ |
---|---|---|---|
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% |