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 | $227,848 | -3.1% | 3,787 | 0.0% | 0.03% | -8.6% |
| Q2 2023 | $235,118 | +2.5% | 3,787 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $229,438 | -0.1% | 3,787 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $229,666 | +12.0% | 3,787 | +0.0% | 0.04% | +12.9% |
| Q3 2022 | $205,000 | -6.4% | 3,786 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $219,000 | -9.1% | 3,786 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $241,000 | -1.6% | 3,786 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $245,000 | +10.4% | 3,786 | +100.0% | 0.04% | +9.4% |
| Q3 2021 | $222,000 | -0.9% | 1,893 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $224,000 | +4.7% | 1,893 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $214,000 | +8.1% | 1,893 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $198,000 | +11.9% | 1,893 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $177,000 | +4.1% | 1,893 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $170,000 | +14.9% | 1,893 | 0.0% | 0.03% | -3.1% |
| Q1 2020 | $148,000 | -25.6% | 1,893 | 0.0% | 0.03% | +3.2% |
| Q4 2019 | $199,000 | +8.7% | 1,893 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $183,000 | -99.9% | 1,893 | 0.0% | 0.03% | +19.2% |
| Q3 2018 | $181,839,000 | – | 1,893 | – | 0.03% | – |
Download | ||||||
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% |