WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 124 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $299 | -99.9% | 4,938 | -14.3% | 0.03% | -12.1% |
| Q3 2022 | $313,000 | +4.0% | 5,762 | +11.0% | 0.03% | +6.5% |
| Q2 2022 | $301,000 | +8.7% | 5,192 | +21.1% | 0.03% | +34.8% |
| Q1 2022 | $277,000 | 0.0% | 4,286 | +0.2% | 0.02% | +9.5% |
| Q4 2021 | $277,000 | +10.8% | 4,278 | +100.6% | 0.02% | -54.3% |
| Q3 2021 | $250,000 | -0.8% | 2,133 | +0.3% | 0.05% | +39.4% |
| Q2 2021 | $252,000 | +5.0% | 2,127 | +0.3% | 0.03% | -8.3% |
| Q1 2021 | $240,000 | +8.1% | 2,121 | +0.2% | 0.04% | +9.1% |
| Q4 2020 | $222,000 | -7.1% | 2,117 | -30.5% | 0.03% | -40.0% |
| Q1 2020 | $239,000 | -31.9% | 3,047 | -8.4% | 0.06% | -6.8% |
| Q4 2019 | $351,000 | +48.7% | 3,327 | +39.7% | 0.06% | +47.5% |
| Q3 2019 | $236,000 | +2.6% | 2,382 | +0.4% | 0.04% | -20.0% |
| Q2 2019 | $230,000 | +5.5% | 2,372 | +3.0% | 0.05% | -7.4% |
| Q1 2019 | $218,000 | – | 2,302 | – | 0.05% | – |
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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% |