WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 114 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $254 | -22.8% | 4,098 | -24.6% | 0.29% | -17.7% |
| Q1 2023 | $329 | -0.9% | 5,438 | -0.8% | 0.35% | -7.6% |
| Q4 2022 | $332 | -99.9% | 5,481 | +0.7% | 0.38% | +179.4% |
| Q3 2022 | $295,000 | -52.9% | 5,441 | -49.6% | 0.14% | -5.6% |
| Q2 2022 | $626,000 | +46.6% | 10,802 | +63.2% | 0.14% | -18.2% |
| Q1 2022 | $427,000 | -1.4% | 6,617 | -1.2% | 0.18% | -6.4% |
| Q4 2021 | $433,000 | +10.7% | 6,696 | +101.0% | 0.19% | +18.2% |
| Q3 2021 | $391,000 | -21.5% | 3,331 | -24.4% | 0.16% | -23.2% |
| Q1 2021 | $498,000 | +8.3% | 4,409 | +0.5% | 0.21% | +6.2% |
| Q4 2020 | $460,000 | +9.5% | 4,389 | -1.9% | 0.20% | +8.3% |
| Q3 2020 | $420,000 | +5.0% | 4,474 | +0.8% | 0.18% | -2.2% |
| Q2 2020 | $400,000 | +19.0% | 4,439 | +3.4% | 0.18% | +55.9% |
| Q1 2020 | $336,000 | – | 4,292 | – | 0.12% | – |
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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% |