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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $121,314,323 | -0.2% | 2,016,193 | +3.0% | 0.01% | 0.0% |
Q2 2023 | $121,571,476 | +9.7% | 1,957,988 | +7.0% | 0.01% | +18.2% |
Q1 2023 | $110,870,733 | +9.6% | 1,829,852 | +9.7% | 0.01% | -8.3% |
Q4 2022 | $101,163,673 | +15.4% | 1,667,991 | +3.2% | 0.01% | +20.0% |
Q3 2022 | $87,661,000 | +0.4% | 1,615,569 | +7.2% | 0.01% | 0.0% |
Q2 2022 | $87,298,000 | +5.1% | 1,507,472 | +17.1% | 0.01% | +25.0% |
Q1 2022 | $83,082,000 | +8.7% | 1,286,900 | +9.0% | 0.01% | +14.3% |
Q4 2021 | $76,459,000 | +12.7% | 1,181,015 | +104.5% | 0.01% | 0.0% |
Q3 2021 | $67,822,000 | +3.2% | 577,599 | +4.1% | 0.01% | 0.0% |
Q2 2021 | $65,718,000 | +8.7% | 554,679 | +3.7% | 0.01% | 0.0% |
Q1 2021 | $60,471,000 | +10.9% | 534,959 | +2.9% | 0.01% | 0.0% |
Q4 2020 | $54,507,000 | +14.2% | 519,864 | +2.3% | 0.01% | 0.0% |
Q3 2020 | $47,747,000 | +5.7% | 508,183 | +1.3% | 0.01% | 0.0% |
Q2 2020 | $45,186,000 | +11.6% | 501,453 | -3.0% | 0.01% | 0.0% |
Q1 2020 | $40,499,000 | -26.7% | 517,101 | -1.2% | 0.01% | -12.5% |
Q4 2019 | $55,254,000 | +7.2% | 523,392 | +0.6% | 0.01% | 0.0% |
Q3 2019 | $51,559,000 | +2.2% | 520,231 | +0.2% | 0.01% | 0.0% |
Q2 2019 | $50,471,000 | +6.5% | 519,421 | +3.7% | 0.01% | +14.3% |
Q1 2019 | $47,381,000 | +15.3% | 500,695 | +3.1% | 0.01% | 0.0% |
Q4 2018 | $41,080,000 | -12.1% | 485,469 | -0.2% | 0.01% | 0.0% |
Q3 2018 | $46,719,000 | +7.2% | 486,451 | +1.7% | 0.01% | 0.0% |
Q2 2018 | $43,589,000 | +3.5% | 478,265 | +1.2% | 0.01% | 0.0% |
Q1 2018 | $42,122,000 | -3.8% | 472,596 | +0.3% | 0.01% | 0.0% |
Q4 2017 | $43,794,000 | +5.5% | 471,103 | -0.4% | 0.01% | 0.0% |
Q3 2017 | $41,502,000 | +5.7% | 472,920 | +2.5% | 0.01% | -12.5% |
Q2 2017 | $39,249,000 | -1.1% | 461,432 | -2.3% | 0.01% | 0.0% |
Q1 2017 | $39,677,000 | +4.1% | 472,401 | +0.7% | 0.01% | 0.0% |
Q4 2016 | $38,125,000 | +12.0% | 469,235 | +7.7% | 0.01% | +14.3% |
Q3 2016 | $34,036,000 | +7.3% | 435,689 | +5.4% | 0.01% | 0.0% |
Q2 2016 | $31,722,000 | +7.4% | 413,385 | +3.9% | 0.01% | 0.0% |
Q1 2016 | $29,533,000 | -8.5% | 397,861 | -11.6% | 0.01% | -12.5% |
Q4 2015 | $32,269,000 | +17.6% | 450,311 | +11.4% | 0.01% | +14.3% |
Q3 2015 | $27,447,000 | -22.6% | 404,298 | -16.5% | 0.01% | -41.7% |
Q2 2015 | $35,458,000 | +0.3% | 484,460 | +1.7% | 0.01% | 0.0% |
Q1 2015 | $35,363,000 | +0.4% | 476,268 | +1.0% | 0.01% | -7.7% |
Q4 2014 | $35,235,000 | +29.2% | 471,345 | +23.3% | 0.01% | +44.4% |
Q3 2014 | $27,282,000 | +10.6% | 382,154 | +10.8% | 0.01% | +12.5% |
Q2 2014 | $24,666,000 | +19.4% | 344,786 | +13.9% | 0.01% | 0.0% |
Q1 2014 | $20,665,000 | +19.5% | 302,696 | +17.5% | 0.01% | +33.3% |
Q4 2013 | $17,297,000 | +2.5% | 257,710 | -5.7% | 0.01% | -14.3% |
Q3 2013 | $16,879,000 | +36.1% | 273,202 | +32.9% | 0.01% | +40.0% |
Q2 2013 | $12,402,000 | – | 205,510 | – | 0.01% | – |
Download |
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% |