Baron Financial Group, LLC - WISDOMTREE TR ownership

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
Baron Financial Group, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$83,970,000
-10.3%
1,4500.0%0.06%
+3.7%
Q1 2022$93,612,000
-0.3%
1,4500.0%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%
1,2000.0%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%
1,4000.0%0.12%
-5.6%
Q3 2020$131,538,0001,4000.12%
Other shareholders
WISDOMTREE TR shareholders Q1 2021
NameSharesValueWeighting ↓
Pinnacle Financial Group, LLC / IL 252,796$16,321,00013.22%
626 Financial, LLC 303,843$19,616,00012.56%
Melone Private Wealth, LLC 99,549$6,311,0005.15%
Arrow Investment Advisors, LLC 76,330$4,928,0003.65%
Connecticut Wealth Management, LLC 542,542$35,026,0002.68%
Avant Capital LLC 23,322$1,506,0001.68%
Capital Advisory Group Advisory Services, LLC 33,502$2,163,0001.00%
CHERRYDALE WEALTH MANAGEMENT, LLC 17,213$1,111,0000.82%
Dorsey Wright & Associates 45,070$2,910,0000.68%
Kendall Capital Management 17,580$1,135,0000.55%
View complete list of WISDOMTREE TR shareholders