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 | $2,062,748 | +94695.4% | 34,282 | -2.2% | 1.17% | -24.7% |
| Q2 2023 | $2,176 | -99.9% | 35,052 | +4.1% | 1.56% | +26.8% |
| Q1 2023 | $2,040,186 | +0.7% | 33,672 | +0.8% | 1.23% | -10.9% |
| Q4 2022 | $2,026,923 | +11.0% | 33,420 | -0.7% | 1.38% | +8.6% |
| Q3 2022 | $1,826,000 | -8.4% | 33,655 | +2.4% | 1.27% | +6.6% |
| Q2 2022 | $1,994,000 | -7.8% | 32,872 | -1.9% | 1.19% | +18.5% |
| Q1 2022 | $2,163,000 | +9.0% | 33,502 | +9.3% | 1.00% | +16.5% |
| Q4 2021 | $1,984,000 | +16.1% | 30,644 | +110.5% | 0.86% | +39.0% |
| Q3 2021 | $1,709,000 | +33.5% | 14,558 | +34.8% | 0.62% | +33.3% |
| Q2 2021 | $1,280,000 | +10.8% | 10,800 | +5.7% | 0.46% | +3.6% |
| Q1 2021 | $1,155,000 | +7.8% | 10,220 | +0.0% | 0.45% | 0.0% |
| Q4 2020 | $1,071,000 | +53.0% | 10,215 | +37.0% | 0.45% | +23.7% |
| Q3 2020 | $700,000 | +5.1% | 7,454 | +0.8% | 0.36% | -2.4% |
| Q2 2020 | $666,000 | – | 7,394 | – | 0.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 78,070 | $5,574,000 | 5.15% |
| Dorsey Wright & Associates | 442,993 | $31,625,000 | 4.42% |
| Arrow Investment Advisors, LLC | 312,100 | $22,281,000 | 4.03% |
| JFS WEALTH ADVISORS, LLC | 162,695 | $11,615,000 | 2.03% |
| WADE G W & INC | 16,430 | $1,173,000 | 0.34% |
| Investors Capital Advisory Services | 22,912 | $1,635,000 | 0.32% |
| Concert Wealth Management Inc. | 22,200 | $1,582,000 | 0.21% |
| Windsor Financial Group, LLC | 4,710 | $336,000 | 0.16% |
| B. Riley Wealth Management, Inc. | 2,322 | $165,000 | 0.12% |
| LPL Financial LLC | 266,709 | $18,822,000 | 0.11% |