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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $83,970,000 | -10.3% | 1,450 | 0.0% | 0.06% | +3.7% |
| Q1 2022 | $93,612,000 | -0.3% | 1,450 | 0.0% | 0.05% | +1.9% |
| Q4 2021 | $93,873,000 | +10.3% | 1,450 | +100.0% | 0.05% | +1.9% |
| Q3 2021 | $85,130,000 | -40.1% | 725 | -39.6% | 0.05% | -40.9% |
| Q2 2021 | $142,176,000 | +4.8% | 1,200 | 0.0% | 0.09% | -5.4% |
| Q1 2021 | $135,648,000 | -7.6% | 1,200 | -14.3% | 0.09% | -20.5% |
| Q4 2020 | $146,790,000 | +11.6% | 1,400 | 0.0% | 0.12% | -5.6% |
| Q3 2020 | $131,538,000 | – | 1,400 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Pinnacle Financial Group, LLC / IL | 280,938 | $16,269,000 | 13.87% |
| 626 Financial, LLC | 309,238 | $17,901,000 | 13.57% |
| Melone Private Wealth, LLC | 100,550 | $5,893,000 | 4.99% |
| Arrow Investment Advisors, LLC | 95,427 | $5,527,000 | 4.42% |
| Connecticut Wealth Management, LLC | 539,572 | $31,247,000 | 2.73% |
| Avant Capital LLC | 23,431 | $1,357,000 | 1.76% |
| Capital Advisory Group Advisory Services, LLC | 32,872 | $1,994,000 | 1.19% |
| S.C. Financial Services, Inc. | 11,254 | $652,000 | 1.00% |
| CHERRYDALE WEALTH MANAGEMENT, LLC | 17,344 | $1,004,000 | 0.92% |
| Dorsey Wright & Associates | 49,019 | $2,839,000 | 0.83% |