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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |