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 | $3,445,602 | -5.0% | 57,264 | -1.9% | 0.00% | – |
| Q2 2023 | $3,625,125 | +21.2% | 58,385 | +18.3% | 0.00% | – |
| Q1 2023 | $2,990,906 | +99166.7% | 49,358 | -0.7% | 0.00% | – |
| Q4 2022 | $3,013 | -99.2% | 49,688 | +612.3% | 0.00% | – |
| Q3 2022 | $379,000 | -6.2% | 6,976 | 0.0% | 0.00% | – |
| Q2 2022 | $404,000 | -10.2% | 6,976 | 0.0% | 0.00% | – |
| Q1 2022 | $450,000 | -0.4% | 6,976 | 0.0% | 0.00% | – |
| Q4 2021 | $452,000 | +7.4% | 6,976 | +94.4% | 0.00% | – |
| Q3 2021 | $421,000 | -6.2% | 3,588 | -5.3% | 0.00% | – |
| Q2 2021 | $449,000 | +4.9% | 3,788 | 0.0% | 0.00% | – |
| Q1 2021 | $428,000 | +7.8% | 3,788 | 0.0% | 0.00% | – |
| Q4 2020 | $397,000 | +12.8% | 3,788 | 0.0% | 0.00% | – |
| Q3 2020 | $352,000 | +3.2% | 3,788 | 0.0% | 0.00% | – |
| Q2 2020 | $341,000 | +14.8% | 3,788 | 0.0% | 0.00% | – |
| Q1 2020 | $297,000 | -41.9% | 3,788 | -21.7% | 0.00% | – |
| Q4 2019 | $511,000 | +6.7% | 4,836 | 0.0% | 0.00% | – |
| Q3 2019 | $479,000 | +31.2% | 4,836 | +27.7% | 0.00% | – |
| Q2 2019 | $365,000 | +2.0% | 3,788 | 0.0% | 0.00% | – |
| Q1 2019 | $358,000 | +11.5% | 3,788 | 0.0% | 0.00% | – |
| Q4 2018 | $321,000 | -11.8% | 3,788 | 0.0% | 0.00% | – |
| Q3 2018 | $364,000 | +5.5% | 3,788 | 0.0% | 0.00% | – |
| Q2 2018 | $345,000 | +721.4% | 3,788 | +657.6% | 0.00% | – |
| Q1 2017 | $42,000 | – | 500 | – | 0.00% | – |
Download | ||||||
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% |