WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 78 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $215,000 | +3.4% | 2,235 | -1.9% | 0.10% | -6.8% |
| Q2 2018 | $208,000 | -0.5% | 2,278 | -3.0% | 0.10% | -1.9% |
| Q1 2018 | $209,000 | -11.4% | 2,348 | -7.3% | 0.10% | -7.9% |
| Q4 2017 | $236,000 | +4.9% | 2,534 | -1.3% | 0.11% | -1.7% |
| Q3 2017 | $225,000 | +0.9% | 2,568 | -0.9% | 0.12% | 0.0% |
| Q2 2017 | $223,000 | -5.5% | 2,591 | -7.7% | 0.12% | -9.4% |
| Q1 2017 | $236,000 | -9.2% | 2,806 | -12.4% | 0.13% | -14.7% |
| Q4 2016 | $260,000 | +2.8% | 3,202 | -1.9% | 0.15% | +1.4% |
| Q3 2016 | $253,000 | +1.2% | 3,264 | +0.5% | 0.15% | +1.4% |
| Q2 2016 | $250,000 | +1.2% | 3,249 | -2.4% | 0.15% | -2.7% |
| Q1 2016 | $247,000 | +1.6% | 3,330 | -1.9% | 0.15% | -2.6% |
| Q4 2015 | $243,000 | -4.7% | 3,394 | -9.7% | 0.15% | -13.0% |
| Q3 2015 | $255,000 | -16.7% | 3,759 | -9.4% | 0.18% | -11.1% |
| Q2 2015 | $306,000 | -1.3% | 4,150 | +0.3% | 0.20% | 0.0% |
| Q1 2015 | $310,000 | +0.6% | 4,136 | +0.2% | 0.20% | -1.5% |
| Q4 2014 | $308,000 | – | 4,127 | – | 0.20% | – |
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% |