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 | $3,640,587 | -3.3% | 60,505 | -0.2% | 0.00% | 0.0% |
| Q2 2023 | $3,765,320 | +14.7% | 60,643 | +12.0% | 0.00% | 0.0% |
| Q1 2023 | $3,281,675 | +0.9% | 54,162 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $3,252,707 | +35.5% | 53,631 | +21.2% | 0.00% | +100.0% |
| Q3 2022 | $2,401,000 | +129.5% | 44,253 | +145.0% | 0.00% | 0.0% |
| Q2 2022 | $1,046,000 | +8.2% | 18,066 | +20.6% | 0.00% | – |
| Q1 2022 | $967,000 | +31.9% | 14,980 | +32.3% | 0.00% | – |
| Q4 2021 | $733,000 | +13.3% | 11,323 | +105.6% | 0.00% | – |
| Q3 2021 | $647,000 | +42.5% | 5,506 | +43.8% | 0.00% | – |
| Q2 2021 | $454,000 | +14.9% | 3,828 | +9.4% | 0.00% | – |
| Q1 2021 | $395,000 | -77.5% | 3,499 | -79.1% | 0.00% | -100.0% |
| Q4 2020 | $1,753,000 | -2.1% | 16,717 | -12.3% | 0.00% | -50.0% |
| Q3 2020 | $1,790,000 | +5.8% | 19,052 | +1.5% | 0.00% | 0.0% |
| Q2 2020 | $1,692,000 | -59.7% | 18,772 | -65.0% | 0.00% | -60.0% |
| Q1 2020 | $4,202,000 | +18.1% | 53,655 | +59.2% | 0.01% | +25.0% |
| Q4 2019 | $3,558,000 | +943.4% | 33,702 | +880.6% | 0.00% | – |
| Q3 2019 | $341,000 | +57.1% | 3,437 | +53.6% | 0.00% | – |
| Q2 2019 | $217,000 | -6.5% | 2,237 | -18.5% | 0.00% | – |
| Q4 2018 | $232,000 | +172.9% | 2,745 | +147.7% | 0.00% | – |
| Q2 2016 | $85,000 | +7.6% | 1,108 | +3.7% | 0.00% | – |
| Q1 2016 | $79,000 | -69.7% | 1,068 | -69.6% | 0.00% | -100.0% |
| Q1 2015 | $261,000 | +770.0% | 3,509 | +770.7% | 0.00% | – |
| Q4 2014 | $30,000 | +3.4% | 403 | +0.5% | 0.00% | – |
| Q3 2014 | $29,000 | -3.3% | 401 | -5.9% | 0.00% | – |
| Q2 2014 | $30,000 | +76.5% | 426 | +69.0% | 0.00% | – |
| Q1 2014 | $17,000 | -32.0% | 252 | -31.3% | 0.00% | – |
| Q4 2013 | $25,000 | -40.5% | 367 | -45.6% | 0.00% | -100.0% |
| Q3 2013 | $42,000 | -86.0% | 675 | -86.4% | 0.00% | -75.0% |
| Q2 2013 | $299,000 | – | 4,951 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |