WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $462,467 | -3.1% | 7,686 | 0.0% | 0.19% | +1.0% |
| Q2 2023 | $477,224 | +2.5% | 7,686 | 0.0% | 0.19% | -3.5% |
| Q1 2023 | $465,695 | -0.1% | 7,686 | 0.0% | 0.20% | -6.6% |
| Q4 2022 | $466,156 | +11.8% | 7,686 | 0.0% | 0.21% | +6.5% |
| Q3 2022 | $417,000 | -6.3% | 7,686 | 0.0% | 0.20% | -7.0% |
| Q2 2022 | $445,000 | -10.3% | 7,686 | 0.0% | 0.21% | +1.9% |
| Q1 2022 | $496,000 | -0.4% | 7,686 | 0.0% | 0.21% | +1.4% |
| Q4 2021 | $498,000 | +10.4% | 7,686 | +100.0% | 0.21% | 0.0% |
| Q3 2021 | $451,000 | -0.9% | 3,843 | 0.0% | 0.21% | -2.8% |
| Q2 2021 | $455,000 | +3.4% | 3,843 | -1.3% | 0.21% | -8.6% |
| Q1 2021 | $440,000 | +7.8% | 3,895 | 0.0% | 0.23% | 0.0% |
| Q4 2020 | $408,000 | +8.8% | 3,895 | -2.3% | 0.23% | -0.4% |
| Q3 2020 | $375,000 | +4.5% | 3,988 | 0.0% | 0.23% | -3.7% |
| Q2 2020 | $359,000 | +15.1% | 3,988 | 0.0% | 0.24% | -3.6% |
| Q1 2020 | $312,000 | -35.5% | 3,988 | -13.1% | 0.25% | -25.2% |
| Q4 2019 | $484,000 | +6.4% | 4,588 | 0.0% | 0.34% | -0.9% |
| Q3 2019 | $455,000 | -5.0% | 4,588 | -6.9% | 0.34% | -7.6% |
| Q2 2019 | $479,000 | +2.8% | 4,927 | 0.0% | 0.37% | -1.1% |
| Q1 2019 | $466,000 | +11.8% | 4,927 | 0.0% | 0.37% | +3.3% |
| Q4 2018 | $417,000 | -11.8% | 4,927 | 0.0% | 0.36% | -9.8% |
| Q3 2018 | $473,000 | -6.0% | 4,927 | -10.7% | 0.40% | -14.6% |
| Q2 2018 | $503,000 | -3.6% | 5,517 | -5.9% | 0.47% | -10.4% |
| Q1 2018 | $522,000 | -4.2% | 5,862 | 0.0% | 0.52% | -6.6% |
| Q4 2017 | $545,000 | – | 5,862 | – | 0.56% | – |
Download | ||||||
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% |