WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 109 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $482,168 | -1.3% | 8,013 | +1.8% | 0.00% | – |
Q2 2023 | $488,550 | -53.7% | 7,868 | -54.8% | 0.00% | – |
Q1 2023 | $1,055,680 | +115.6% | 17,424 | +115.8% | 0.00% | – |
Q4 2022 | $489,680 | +7.4% | 8,074 | -3.9% | 0.00% | – |
Q3 2022 | $456,000 | +49.0% | 8,406 | +59.0% | 0.00% | – |
Q2 2022 | $306,000 | +18.6% | 5,287 | +32.3% | 0.00% | – |
Q1 2022 | $258,000 | +4.0% | 3,997 | +4.3% | 0.00% | – |
Q4 2021 | $248,000 | -30.9% | 3,833 | +25.4% | 0.00% | – |
Q3 2021 | $359,000 | +0.6% | 3,056 | +1.3% | 0.00% | – |
Q2 2021 | $357,000 | +0.3% | 3,017 | -4.3% | 0.00% | – |
Q1 2021 | $356,000 | +7.9% | 3,151 | -0.0% | 0.00% | – |
Q4 2020 | $330,000 | +10.4% | 3,152 | -0.9% | 0.00% | – |
Q3 2020 | $299,000 | +34.7% | 3,181 | +29.2% | 0.00% | – |
Q2 2020 | $222,000 | +404.5% | 2,462 | +341.2% | 0.00% | – |
Q1 2020 | $44,000 | -48.2% | 558 | -30.6% | 0.00% | – |
Q4 2019 | $85,000 | +6.2% | 804 | -0.1% | 0.00% | – |
Q3 2019 | $80,000 | +70.2% | 805 | +66.7% | 0.00% | – |
Q2 2019 | $47,000 | +2.2% | 483 | -0.4% | 0.00% | – |
Q1 2019 | $46,000 | +4500.0% | 485 | +7983.3% | 0.00% | – |
Q4 2018 | $1,000 | – | 6 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
626 Financial, LLC | 314,548 | $18,926,332 | 12.80% |
Pinnacle Financial Group, LLC / IL | 308,137 | $18,540,594 | 11.03% |
Vertex Planning Partners, LLC | 338,573 | $20,371,932 | 7.01% |
Melone Private Wealth, LLC | 114,754 | $6,904,734 | 4.94% |
FFG RETIREMENT ADVISORS LLC | 96,567 | $5,810,436 | 4.82% |
Avant Capital LLC | 29,271 | $1,761,256 | 2.01% |
KLR INVESTMENT ADVISORS, LLC | 22,357 | $1,354,637 | 1.23% |
Capital Advisory Group Advisory Services, LLC | 34,282 | $2,062,748 | 1.17% |
Connecticut Wealth Management, LLC | 282,675 | $17,008,555 | 1.16% |
MGO Private Wealth, LLC | 21,831 | $1,313,587 | 0.98% |