WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 88 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $332,000 | -19.0% | 3,681 | -29.8% | 0.19% | -23.2% |
| Q1 2020 | $410,000 | -26.7% | 5,246 | -0.9% | 0.25% | -11.8% |
| Q4 2019 | $559,000 | +63.5% | 5,296 | +45.4% | 0.28% | +59.4% |
| Q3 2019 | $342,000 | -35.6% | 3,643 | -33.3% | 0.18% | -51.1% |
| Q2 2019 | $531,000 | +2.9% | 5,461 | 0.0% | 0.36% | -6.0% |
| Q1 2019 | $516,000 | +11.7% | 5,461 | 0.0% | 0.38% | -14.2% |
| Q4 2018 | $462,000 | -12.5% | 5,461 | -0.7% | 0.44% | -6.5% |
| Q3 2018 | $528,000 | -9.1% | 5,498 | -13.7% | 0.48% | -7.2% |
| Q2 2018 | $581,000 | +2.3% | 6,373 | 0.0% | 0.51% | -28.6% |
| Q1 2018 | $568,000 | -11.2% | 6,373 | -3.6% | 0.72% | -7.5% |
| Q4 2017 | $640,000 | – | 6,608 | – | 0.78% | – |
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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% |