WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 114 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,190,782 | -2.5% | 36,410 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $2,246,307 | +0.4% | 36,178 | -2.0% | 0.00% | 0.0% |
| Q1 2023 | $2,236,320 | +47.8% | 36,909 | +47.9% | 0.00% | +33.3% |
| Q4 2022 | $1,513,471 | +28.4% | 24,954 | +14.9% | 0.00% | 0.0% |
| Q3 2022 | $1,179,000 | -6.3% | 21,722 | +0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,258,000 | -13.7% | 21,717 | -3.8% | 0.00% | 0.0% |
| Q1 2022 | $1,458,000 | -2.2% | 22,585 | -1.9% | 0.00% | 0.0% |
| Q4 2021 | $1,491,000 | +13.6% | 23,026 | +105.9% | 0.00% | 0.0% |
| Q3 2021 | $1,313,000 | -0.1% | 11,182 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $1,314,000 | +5.5% | 11,090 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $1,246,000 | -15.5% | 11,026 | -21.6% | 0.00% | -25.0% |
| Q4 2020 | $1,475,000 | +54.5% | 14,064 | +38.3% | 0.00% | +33.3% |
| Q3 2020 | $955,000 | +3.8% | 10,167 | -0.5% | 0.00% | 0.0% |
| Q2 2020 | $920,000 | +8.2% | 10,214 | -5.9% | 0.00% | -25.0% |
| Q1 2020 | $850,000 | -34.8% | 10,859 | -12.1% | 0.00% | 0.0% |
| Q4 2019 | $1,304,000 | +15.0% | 12,351 | +7.9% | 0.00% | 0.0% |
| Q3 2019 | $1,134,000 | +24.1% | 11,445 | +21.6% | 0.00% | 0.0% |
| Q2 2019 | $914,000 | +9.7% | 9,411 | +7.0% | 0.00% | +33.3% |
| Q1 2019 | $833,000 | +24.3% | 8,799 | +11.1% | 0.00% | -25.0% |
| Q4 2018 | $670,000 | +8.4% | 7,919 | +23.0% | 0.00% | +33.3% |
| Q3 2018 | $618,000 | +54.9% | 6,440 | +47.0% | 0.00% | +50.0% |
| Q2 2018 | $399,000 | -7.2% | 4,382 | -9.3% | 0.00% | 0.0% |
| Q1 2018 | $430,000 | -0.9% | 4,830 | +3.4% | 0.00% | -33.3% |
| Q4 2017 | $434,000 | +21.2% | 4,671 | +14.5% | 0.00% | +50.0% |
| Q3 2017 | $358,000 | +13.7% | 4,079 | +10.2% | 0.00% | 0.0% |
| Q2 2017 | $315,000 | +5.7% | 3,703 | +4.3% | 0.00% | 0.0% |
| Q1 2017 | $298,000 | – | 3,549 | – | 0.00% | – |
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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% |