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 | $276,782 | -3.1% | 4,600 | 0.0% | 0.21% | +7.7% |
| Q2 2023 | $285,614 | +2.5% | 4,600 | 0.0% | 0.19% | +1.0% |
| Q1 2023 | $278,714 | -13.3% | 4,600 | -13.2% | 0.19% | -10.3% |
| Q4 2022 | $321,445 | -8.9% | 5,300 | -18.5% | 0.21% | -1.8% |
| Q3 2022 | $353,000 | -6.1% | 6,500 | 0.0% | 0.22% | -5.2% |
| Q2 2022 | $376,000 | -11.7% | 6,500 | -1.5% | 0.23% | +0.4% |
| Q1 2022 | $426,000 | -0.2% | 6,600 | 0.0% | 0.23% | +0.4% |
| Q4 2021 | $427,000 | +34.7% | 6,600 | +144.4% | 0.23% | +56.2% |
| Q3 2021 | $317,000 | -29.6% | 2,700 | -28.9% | 0.15% | -35.1% |
| Q2 2021 | $450,000 | +0.7% | 3,800 | -3.8% | 0.22% | -12.1% |
| Q1 2021 | $447,000 | +8.0% | 3,950 | 0.0% | 0.26% | -11.1% |
| Q4 2020 | $414,000 | +9.5% | 3,950 | 0.0% | 0.29% | +1.1% |
| Q3 2020 | $378,000 | -7.8% | 3,950 | -13.2% | 0.28% | -23.8% |
| Q2 2020 | $410,000 | -8.9% | 4,550 | -20.9% | 0.37% | -24.9% |
| Q1 2020 | $450,000 | -45.0% | 5,750 | -25.8% | 0.50% | -40.1% |
| Q4 2019 | $818,000 | – | 7,750 | – | 0.83% | – |
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% |