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 | $147,055 | -3.1% | 2,444 | 0.0% | 0.01% | -20.0% |
| Q2 2023 | $151,748 | +2.5% | 2,444 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $148,082 | -0.1% | 2,444 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $148,229 | -28.7% | 2,444 | -24.1% | 0.01% | -80.7% |
| Q1 2022 | $208,000 | -4.6% | 3,220 | -4.2% | 0.06% | -5.0% |
| Q4 2021 | $218,000 | -19.0% | 3,360 | +46.6% | 0.06% | -31.8% |
| Q3 2021 | $269,000 | -45.9% | 2,292 | -45.4% | 0.09% | -45.3% |
| Q2 2021 | $497,000 | +4.9% | 4,196 | 0.0% | 0.16% | -17.4% |
| Q1 2021 | $474,000 | -4.6% | 4,196 | -11.5% | 0.20% | +103.1% |
| Q4 2020 | $497,000 | -9.6% | 4,743 | -19.0% | 0.10% | -17.2% |
| Q3 2020 | $550,000 | – | 5,852 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 252,796 | $16,321,000 | 13.22% |
| 626 Financial, LLC | 303,843 | $19,616,000 | 12.56% |
| Melone Private Wealth, LLC | 99,549 | $6,311,000 | 5.15% |
| Arrow Investment Advisors, LLC | 76,330 | $4,928,000 | 3.65% |
| Connecticut Wealth Management, LLC | 542,542 | $35,026,000 | 2.68% |
| Avant Capital LLC | 23,322 | $1,506,000 | 1.68% |
| Capital Advisory Group Advisory Services, LLC | 33,502 | $2,163,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,213 | $1,111,000 | 0.82% |
| Dorsey Wright & Associates | 45,070 | $2,910,000 | 0.68% |
| Kendall Capital Management | 17,580 | $1,135,000 | 0.55% |