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 | $1,580,801 | -3.0% | 26,272 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $1,629,249 | +2.6% | 26,240 | +0.1% | 0.01% | -14.3% |
| Q1 2023 | $1,588,043 | -1.2% | 26,210 | -1.1% | 0.01% | -12.5% |
| Q4 2022 | $1,607,336 | +11.9% | 26,502 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $1,436,000 | +17.1% | 26,462 | +25.0% | 0.01% | 0.0% |
| Q2 2022 | $1,226,000 | +14.6% | 21,178 | +27.7% | 0.01% | +14.3% |
| Q1 2022 | $1,070,000 | 0.0% | 16,581 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $1,070,000 | +10.3% | 16,521 | +100.0% | 0.01% | -12.5% |
| Q3 2021 | $970,000 | -0.9% | 8,261 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $979,000 | +4.8% | 8,261 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $934,000 | +7.5% | 8,261 | -0.3% | 0.01% | -16.7% |
| Q4 2020 | $869,000 | +3.7% | 8,284 | -7.0% | 0.01% | -14.3% |
| Q3 2020 | $838,000 | +4.8% | 8,912 | +0.3% | 0.01% | +7.7% |
| Q2 2020 | $800,000 | -5.8% | 8,883 | -21.6% | 0.01% | -31.6% |
| Q1 2020 | $849,000 | -31.5% | 11,327 | -3.3% | 0.02% | -5.0% |
| Q4 2019 | $1,240,000 | +7.2% | 11,712 | +0.3% | 0.02% | -51.2% |
| Q3 2019 | $1,157,000 | +2.0% | 11,674 | +0.0% | 0.04% | -2.4% |
| Q2 2019 | $1,134,000 | +2.7% | 11,670 | +0.0% | 0.04% | -6.7% |
| Q1 2019 | $1,104,000 | +163.5% | 11,666 | +135.7% | 0.04% | +104.5% |
| Q4 2018 | $419,000 | -13.4% | 4,949 | -1.9% | 0.02% | 0.0% |
| Q3 2018 | $484,000 | +2.3% | 5,044 | -2.9% | 0.02% | -15.4% |
| Q2 2018 | $473,000 | +4.4% | 5,192 | +0.0% | 0.03% | -7.1% |
| Q1 2018 | $453,000 | -6.0% | 5,190 | +0.1% | 0.03% | -3.4% |
| Q4 2017 | $482,000 | -47.9% | 5,185 | -50.0% | 0.03% | -25.6% |
| Q3 2017 | $925,000 | – | 10,370 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |