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 | $21,059 | -9.8% | 350 | -6.9% | 0.01% | 0.0% |
| Q2 2023 | $23,346 | +2.5% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,782 | -37.0% | 376 | -36.9% | 0.01% | -45.5% |
| Q4 2022 | $36,147 | +13.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 596 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $38,000 | -2.6% | 596 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $39,000 | +11.4% | 596 | +100.0% | 0.01% | +8.3% |
| Q3 2021 | $35,000 | -2.8% | 298 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $36,000 | -29.4% | 298 | -33.8% | 0.01% | -31.6% |
| Q1 2021 | $51,000 | +6.2% | 450 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $48,000 | +37.1% | 450 | +21.0% | 0.02% | +25.0% |
| Q3 2020 | $35,000 | +2.9% | 372 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $34,000 | +13.3% | 372 | 0.0% | 0.02% | -20.0% |
| Q1 2020 | $30,000 | – | 372 | – | 0.02% | – |
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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% |