WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 109 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $341,194 | +2.9% | 5,495 | +0.4% | 0.06% | -8.1% |
Q1 2023 | $331,499 | +0.3% | 5,471 | +0.4% | 0.06% | -8.8% |
Q4 2022 | $330,391 | -18.6% | 5,448 | -27.2% | 0.07% | -16.0% |
Q3 2022 | $406,000 | -6.2% | 7,481 | +0.1% | 0.08% | -1.2% |
Q2 2022 | $433,000 | -9.6% | 7,471 | +0.6% | 0.08% | +6.5% |
Q1 2022 | $479,000 | 0.0% | 7,425 | +0.3% | 0.08% | +10.0% |
Q4 2021 | $479,000 | +10.9% | 7,403 | +101.0% | 0.07% | +4.5% |
Q3 2021 | $432,000 | +0.7% | 3,683 | +1.7% | 0.07% | -1.5% |
Q2 2021 | $429,000 | +5.4% | 3,621 | +0.4% | 0.07% | -9.3% |
Q1 2021 | $407,000 | +9.1% | 3,605 | +1.4% | 0.08% | -2.6% |
Q4 2020 | $373,000 | -15.8% | 3,555 | -27.6% | 0.08% | -33.0% |
Q2 2020 | $443,000 | – | 4,913 | – | 0.12% | – |
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% |