Cambridge Investment Research Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,306
-3.5%
54,952
-0.4%
0.02%
-6.2%
Q2 2023$3,425
+9.0%
55,165
+6.4%
0.02%
+6.7%
Q1 2023$3,142
+1.2%
51,860
+1.3%
0.02%
-6.2%
Q4 2022$3,104
-99.9%
51,185
+17.7%
0.02%
+23.1%
Q3 2022$2,360,000
-38.3%
43,497
-34.2%
0.01%
-38.1%
Q2 2022$3,826,000
-12.1%
66,065
-2.0%
0.02%
+5.0%
Q1 2022$4,352,000
+11.3%
67,403
+11.6%
0.02%
+17.6%
Q4 2021$3,911,000
+11.2%
60,405
+101.7%
0.02%0.0%
Q3 2021$3,517,000
+9.4%
29,955
+10.4%
0.02%
+13.3%
Q2 2021$3,214,000
+13.1%
27,124
+7.9%
0.02%0.0%
Q1 2021$2,842,000
+27.5%
25,145
+18.3%
0.02%
+15.4%
Q4 2020$2,229,000
-8.6%
21,257
-18.1%
0.01%
-18.8%
Q3 2020$2,439,000
-0.9%
25,963
-4.9%
0.02%
-15.8%
Q2 2020$2,461,000
+10.2%
27,307
-4.3%
0.02%
-9.5%
Q1 2020$2,234,000
-30.2%
28,524
-5.9%
0.02%
-16.0%
Q4 2019$3,199,000
+4.1%
30,300
-2.3%
0.02%
-7.4%
Q3 2019$3,074,000
+3.5%
31,017
+1.4%
0.03%0.0%
Q2 2019$2,971,000
-1.6%
30,575
-4.2%
0.03%
-6.9%
Q1 2019$3,020,000
+11.4%
31,911
-0.4%
0.03%
-3.3%
Q4 2018$2,711,000
-14.5%
32,038
-2.9%
0.03%0.0%
Q3 2018$3,170,000
+6.1%
33,006
+0.7%
0.03%
-6.2%
Q2 2018$2,988,000
+1.5%
32,788
-0.8%
0.03%
-3.0%
Q1 2018$2,945,000
-2.5%
33,042
+1.7%
0.03%
-8.3%
Q4 2017$3,019,000
+14.2%
32,481
+7.8%
0.04%0.0%
Q3 2017$2,644,000
+4.4%
30,130
+1.2%
0.04%
-2.7%
Q2 2017$2,533,000
+1.2%
29,775
-0.1%
0.04%
-14.0%
Q1 2017$2,503,000
-3.7%
29,800
-6.9%
0.04%
-12.2%
Q4 2016$2,599,000
-7.0%
31,992
-10.6%
0.05%
-5.8%
Q3 2016$2,795,000
+3.1%
35,779
+1.3%
0.05%
-8.8%
Q2 2016$2,710,000
+4.0%
35,313
+0.5%
0.06%
-3.4%
Q1 2016$2,607,000
-7.0%
35,127
-10.2%
0.06%
-10.6%
Q4 2015$2,803,000
+5.8%
39,121
+0.3%
0.07%
-13.2%
Q3 2015$2,649,000
-13.0%
39,022
-6.2%
0.08%
-9.5%
Q2 2015$3,045,000
-1.5%
41,607
-0.1%
0.08%
-4.5%
Q1 2015$3,091,000
+6.1%
41,634
+6.8%
0.09%
-2.2%
Q4 2014$2,914,000
+7.3%
38,983
+2.5%
0.09%
+12.5%
Q3 2014$2,715,000
+15.6%
38,023
+15.9%
0.08%
-2.4%
Q2 2014$2,348,000
+10.3%
32,817
+5.3%
0.08%
+2.5%
Q1 2014$2,129,000
+6.3%
31,180
+4.5%
0.08%
-2.4%
Q4 2013$2,003,000
+13.1%
29,836
+4.1%
0.08%
+5.1%
Q3 2013$1,771,000
+28.3%
28,663
+25.3%
0.08%
+11.4%
Q2 2013$1,380,00022,8720.07%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders