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 | $1,656,285 | -2.5% | 27,526 | +0.6% | 0.01% | -14.3% |
| Q2 2023 | $1,698,884 | +102987.6% | 27,361 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $1,648 | +332.5% | 27,199 | +332.3% | 0.01% | +250.0% |
| Q4 2022 | $381 | -99.9% | 6,292 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $340,000 | -6.3% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $363,000 | -10.1% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | -19.5% | 6,272 | -19.2% | 0.00% | 0.0% |
| Q4 2021 | $502,000 | +10.3% | 7,764 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $455,000 | +22.6% | 3,882 | +23.8% | 0.00% | 0.0% |
| Q2 2021 | $371,000 | +657.1% | 3,136 | +619.3% | 0.00% | – |
| Q1 2021 | $49,000 | +8.9% | 436 | 0.0% | 0.00% | – |
| Q4 2020 | $45,000 | +12.5% | 436 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | +2.6% | 436 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +14.7% | 436 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -8.1% | 436 | +23.5% | 0.00% | – |
| Q4 2019 | $37,000 | – | 353 | – | 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% |