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 | $306,146 | +93.8% | 5,088 | +100.0% | 0.01% | -10.0% |
| Q2 2023 | $157,957 | +2.5% | 2,544 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $154,141 | -0.1% | 2,544 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $154,294 | +11.8% | 2,544 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $138,000 | -6.1% | 2,544 | 0.0% | 0.01% | +18.2% |
| Q2 2022 | $147,000 | -10.4% | 2,544 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $164,000 | -0.6% | 2,544 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $165,000 | +9.3% | 2,544 | +98.4% | 0.01% | 0.0% |
| Q3 2021 | $151,000 | -0.7% | 1,282 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $152,000 | +4.8% | 1,282 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $145,000 | +8.2% | 1,282 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $134,000 | +11.7% | 1,282 | 0.0% | 0.01% | -7.7% |
| Q3 2020 | $120,000 | -89.6% | 1,282 | -90.0% | 0.01% | -90.2% |
| Q2 2020 | $1,154,000 | -3.5% | 12,807 | -16.1% | 0.13% | -23.6% |
| Q1 2020 | $1,196,000 | -24.7% | 15,265 | +1.5% | 0.17% | -9.8% |
| Q4 2019 | $1,588,000 | +34.3% | 15,042 | +26.1% | 0.19% | +22.2% |
| Q3 2019 | $1,182,000 | +13.9% | 11,927 | +11.6% | 0.16% | +14.5% |
| Q2 2019 | $1,038,000 | +0.6% | 10,686 | -2.0% | 0.14% | -2.8% |
| Q1 2019 | $1,032,000 | +6.2% | 10,901 | -5.1% | 0.14% | -6.0% |
| Q4 2018 | $972,000 | -38.2% | 11,487 | -29.9% | 0.15% | -30.1% |
| Q3 2018 | $1,573,000 | -33.0% | 16,383 | -36.4% | 0.22% | -35.5% |
| Q2 2018 | $2,349,000 | +1.2% | 25,770 | -1.0% | 0.34% | -0.3% |
| Q1 2018 | $2,320,000 | -52.0% | 26,030 | -50.0% | 0.34% | -48.8% |
| Q4 2017 | $4,837,000 | +5.2% | 52,037 | -0.7% | 0.66% | +9.5% |
| Q3 2017 | $4,597,000 | +3.7% | 52,379 | +0.5% | 0.60% | -7.4% |
| Q2 2017 | $4,431,000 | +2.5% | 52,093 | +1.2% | 0.65% | +3.0% |
| Q1 2017 | $4,325,000 | +12.9% | 51,490 | +9.2% | 0.63% | +1.3% |
| Q4 2016 | $3,830,000 | – | 47,133 | – | 0.62% | – |
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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% |