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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,236 | +4897.1% | 400 | +4900.0% | 0.00% | – |
| Q4 2022 | $485 | – | 8 | +300.0% | 0.00% | – |
| Q3 2022 | $0 | – | 2 | +100.0% | 0.00% | – |
| Q2 2022 | $0 | -100.0% | 1 | -87.5% | 0.00% | – |
| Q1 2022 | $1,000 | – | 8 | +33.3% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 6 | -98.0% | 0.00% | – |
| Q3 2021 | $35,000 | +2.9% | 301 | -0.3% | 0.00% | – |
| Q1 2021 | $34,000 | +1033.3% | 302 | +874.2% | 0.00% | – |
| Q4 2020 | $3,000 | -57.1% | 31 | -59.2% | 0.00% | – |
| Q3 2020 | $7,000 | -86.5% | 76 | -86.8% | 0.00% | – |
| Q2 2020 | $52,000 | +15.6% | 576 | 0.0% | 0.00% | – |
| Q1 2020 | $45,000 | -26.2% | 576 | 0.0% | 0.00% | – |
| Q4 2019 | $61,000 | +13.0% | 576 | +5.7% | 0.00% | – |
| Q3 2019 | $54,000 | +10.2% | 545 | +9.0% | 0.00% | – |
| Q2 2019 | $49,000 | +4.3% | 500 | 0.0% | 0.00% | – |
| Q1 2019 | $47,000 | +11.9% | 500 | 0.0% | 0.00% | – |
| Q4 2018 | $42,000 | +950.0% | 500 | +941.7% | 0.00% | – |
| Q1 2016 | $4,000 | +300.0% | 48 | +269.2% | 0.00% | – |
| Q2 2015 | $1,000 | -96.2% | 13 | -96.4% | 0.00% | – |
| Q3 2014 | $26,000 | – | 360 | – | 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% |