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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $296,891 | -0.1% | 4,900 | 0.0% | 0.01% | -11.1% |
| Q4 2022 | $297,185 | -31.8% | 4,900 | -39.0% | 0.01% | -40.0% |
| Q3 2022 | $436,000 | -6.2% | 8,030 | 0.0% | 0.02% | -6.2% |
| Q2 2022 | $465,000 | -10.2% | 8,030 | 0.0% | 0.02% | +6.7% |
| Q1 2022 | $518,000 | -0.4% | 8,030 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $520,000 | +181.1% | 8,030 | +413.1% | 0.02% | +150.0% |
| Q2 2021 | $185,000 | +12.8% | 1,565 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $164,000 | +11.6% | 1,565 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $147,000 | +19.5% | 1,565 | 0.0% | 0.01% | -12.5% |
| Q1 2020 | $123,000 | -25.5% | 1,565 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $165,000 | +8.6% | 1,565 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $152,000 | 0.0% | 1,565 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $152,000 | +2.7% | 1,565 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $148,000 | +12.1% | 1,565 | 0.0% | 0.01% | -16.7% |
| Q4 2018 | $132,000 | -12.0% | 1,565 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $150,000 | +2.0% | 1,565 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $147,000 | -5.8% | 1,565 | -10.3% | 0.01% | -8.3% |
| Q1 2018 | $156,000 | -3.7% | 1,745 | 0.0% | 0.01% | -14.3% |
| Q4 2017 | $162,000 | +5.9% | 1,745 | 0.0% | 0.01% | -22.2% |
| Q3 2017 | $153,000 | +15.0% | 1,745 | +11.5% | 0.02% | +5.9% |
| Q2 2017 | $133,000 | +1.5% | 1,565 | 0.0% | 0.02% | -10.5% |
| Q1 2017 | $131,000 | – | 1,565 | – | 0.02% | – |
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% |