Jacobi Capital Management LLC - WISDOMTREE TR ownership

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
Jacobi Capital Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$41,0000.0%350
+0.6%
0.01%0.0%
Q2 2021$41,000
+5.1%
348
+0.6%
0.01%
-16.7%
Q1 2021$39,000
+8.3%
346
+0.6%
0.01%0.0%
Q4 2020$36,000
+12.5%
344
+0.9%
0.01%0.0%
Q3 2020$32,000
+3.2%
341
+0.6%
0.01%0.0%
Q2 2020$31,000
+19.2%
339
+0.9%
0.01%0.0%
Q1 2020$26,000
-25.7%
336
+0.6%
0.01%0.0%
Q4 2019$35,000
+6.1%
334
+0.9%
0.01%
-14.3%
Q3 2019$33,000
+3.1%
331
+0.6%
0.01%0.0%
Q2 2019$32,000
+3.2%
329
+0.6%
0.01%
-12.5%
Q1 2019$31,000
+14.8%
327
+0.6%
0.01%
+14.3%
Q4 2018$27,000
-12.9%
325
+0.9%
0.01%
-12.5%
Q3 2018$31,000
+6.9%
322
+0.6%
0.01%0.0%
Q2 2018$29,000
+3.6%
320
+0.6%
0.01%0.0%
Q1 2018$28,000
-6.7%
318
+0.6%
0.01%
-20.0%
Q4 2017$30,0003160.01%
Other shareholders
WISDOMTREE TR shareholders Q3 2020
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders