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 | $13,612,000 | -3.7% | 226,297 | -0.6% | 0.03% | -7.1% |
| Q2 2023 | $14,131,000 | +3.9% | 227,624 | +1.4% | 0.03% | -6.7% |
| Q1 2023 | $13,607,000 | +0.8% | 224,468 | +0.9% | 0.03% | -3.2% |
| Q4 2022 | $13,500,000 | +19.1% | 222,561 | +6.6% | 0.03% | +3.3% |
| Q3 2022 | $11,333,000 | -2.8% | 208,831 | +3.8% | 0.03% | 0.0% |
| Q2 2022 | $11,657,000 | -7.3% | 201,242 | +3.3% | 0.03% | +7.1% |
| Q1 2022 | $12,574,000 | +7.7% | 194,798 | +8.0% | 0.03% | +7.7% |
| Q4 2021 | $11,673,000 | +6.9% | 180,314 | +93.8% | 0.03% | -10.3% |
| Q3 2021 | $10,923,000 | -2.4% | 93,030 | -1.6% | 0.03% | -9.4% |
| Q2 2021 | $11,194,000 | +3.3% | 94,502 | -1.4% | 0.03% | -5.9% |
| Q1 2021 | $10,834,000 | +19.3% | 95,803 | -0.9% | 0.03% | -22.7% |
| Q3 2020 | $9,084,000 | -5.1% | 96,711 | -9.0% | 0.04% | -15.4% |
| Q2 2020 | $9,569,000 | +15.8% | 106,236 | +0.7% | 0.05% | -3.7% |
| Q1 2020 | $8,263,000 | -28.7% | 105,518 | -3.9% | 0.05% | -21.7% |
| Q4 2019 | $11,593,000 | +7.4% | 109,832 | +0.8% | 0.07% | +16.9% |
| Q3 2019 | $10,797,000 | +7.3% | 108,981 | +5.3% | 0.06% | -1.7% |
| Q2 2019 | $10,059,000 | +7.2% | 103,532 | +4.5% | 0.06% | -4.8% |
| Q1 2019 | $9,380,000 | +15.3% | 99,096 | +3.1% | 0.06% | +1.6% |
| Q4 2018 | $8,135,000 | -8.0% | 96,125 | +4.3% | 0.06% | -3.1% |
| Q3 2018 | $8,847,000 | +5.6% | 92,118 | +0.2% | 0.06% | -3.0% |
| Q2 2018 | $8,380,000 | +0.4% | 91,924 | -1.8% | 0.07% | -5.7% |
| Q1 2018 | $8,346,000 | +0.2% | 93,650 | +4.5% | 0.07% | +2.9% |
| Q4 2017 | $8,327,000 | +12.4% | 89,595 | +6.2% | 0.07% | +7.9% |
| Q3 2017 | $7,406,000 | +4.6% | 84,394 | +1.3% | 0.06% | 0.0% |
| Q2 2017 | $7,082,000 | +2.1% | 83,276 | +0.8% | 0.06% | -4.5% |
| Q1 2017 | $6,938,000 | +12.0% | 82,654 | +8.4% | 0.07% | -1.5% |
| Q4 2016 | $6,196,000 | +5.5% | 76,228 | +1.4% | 0.07% | -1.5% |
| Q3 2016 | $5,875,000 | +40.2% | 75,205 | +37.7% | 0.07% | +28.3% |
| Q2 2016 | $4,190,000 | +17.7% | 54,600 | +13.8% | 0.05% | +341.7% |
| Q1 2016 | $3,561,000 | +370.4% | 47,966 | +355.1% | 0.01% | +33.3% |
| Q4 2015 | $757,000 | +79.4% | 10,540 | +69.3% | 0.01% | +50.0% |
| Q3 2015 | $422,000 | -19.5% | 6,225 | -13.1% | 0.01% | -25.0% |
| Q2 2015 | $524,000 | +41.2% | 7,160 | +43.2% | 0.01% | +33.3% |
| Q1 2015 | $371,000 | +53.9% | 5,000 | +54.8% | 0.01% | +50.0% |
| Q4 2014 | $241,000 | +4.3% | 3,230 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $231,000 | – | 3,230 | – | 0.00% | – |
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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% |