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 | $2,863,255 | -2.7% | 47,586 | +0.4% | 0.04% | 0.0% |
| Q2 2023 | $2,942,973 | +3.9% | 47,398 | +1.3% | 0.04% | -2.2% |
| Q1 2023 | $2,833,794 | +0.6% | 46,770 | +0.7% | 0.04% | -6.2% |
| Q4 2022 | $2,817,707 | +11.0% | 46,458 | -0.7% | 0.05% | +2.1% |
| Q3 2022 | $2,539,000 | -7.8% | 46,798 | -1.6% | 0.05% | -6.0% |
| Q2 2022 | $2,755,000 | -2.9% | 47,577 | +8.3% | 0.05% | +13.6% |
| Q1 2022 | $2,836,000 | +1.1% | 43,935 | +1.5% | 0.04% | +2.3% |
| Q4 2021 | $2,804,000 | +12.4% | 43,305 | +103.9% | 0.04% | 0.0% |
| Q3 2021 | $2,494,000 | -4.3% | 21,238 | -3.4% | 0.04% | -2.3% |
| Q2 2021 | $2,605,000 | -100.0% | 21,983 | -65.4% | 0.04% | -30.2% |
| Q1 2021 | $7,176,942,000 | +327464.7% | 63,490 | +203.8% | 0.06% | +34.0% |
| Q4 2020 | $2,191,000 | +16.9% | 20,898 | +4.8% | 0.05% | 0.0% |
| Q3 2020 | $1,874,000 | +4.8% | 19,948 | +0.5% | 0.05% | -7.8% |
| Q2 2020 | $1,788,000 | +18.7% | 19,846 | +3.2% | 0.05% | -7.3% |
| Q1 2020 | $1,506,000 | -23.3% | 19,238 | +3.4% | 0.06% | -5.2% |
| Q4 2019 | $1,964,000 | +5.2% | 18,607 | -1.2% | 0.06% | -7.9% |
| Q3 2019 | $1,867,000 | +1.8% | 18,841 | -0.2% | 0.06% | -6.0% |
| Q2 2019 | $1,834,000 | +0.7% | 18,877 | -2.0% | 0.07% | -13.0% |
| Q1 2019 | $1,822,000 | +11.8% | 19,260 | -0.0% | 0.08% | -2.5% |
| Q4 2018 | $1,630,000 | +8478.9% | 19,267 | +9533.5% | 0.08% | +7800.0% |
| Q3 2018 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $17,000 | -5.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | +5.9% | 200 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $17,000 | – | 200 | – | 0.00% | – |
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% |