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 | $1,197,142 | -4.3% | 19,896 | -1.2% | 0.01% | 0.0% |
| Q2 2023 | $1,250,865 | +2.5% | 20,146 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,220,646 | -0.1% | 20,146 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,221,855 | +11.8% | 20,146 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $1,093,000 | -15.4% | 20,146 | -9.7% | 0.01% | -16.7% |
| Q2 2022 | $1,292,000 | -10.2% | 22,306 | +0.1% | 0.01% | +20.0% |
| Q1 2022 | $1,439,000 | -0.3% | 22,293 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $1,443,000 | +10.3% | 22,287 | +100.1% | 0.01% | +25.0% |
| Q3 2021 | $1,308,000 | -0.8% | 11,138 | +0.0% | 0.00% | -20.0% |
| Q2 2021 | $1,319,000 | +4.4% | 11,134 | -0.4% | 0.01% | 0.0% |
| Q1 2021 | $1,264,000 | -8.1% | 11,179 | -14.8% | 0.01% | 0.0% |
| Q4 2020 | $1,376,000 | +9.3% | 13,126 | -2.1% | 0.01% | 0.0% |
| Q3 2020 | $1,259,000 | -4.1% | 13,402 | -8.0% | 0.01% | -16.7% |
| Q2 2020 | $1,313,000 | -17.9% | 14,567 | -28.7% | 0.01% | -40.0% |
| Q1 2020 | $1,600,000 | -28.7% | 20,428 | -3.9% | 0.01% | -16.7% |
| Q4 2019 | $2,244,000 | +6.3% | 21,254 | -0.2% | 0.01% | 0.0% |
| Q3 2019 | $2,111,000 | +2.0% | 21,302 | +0.0% | 0.01% | 0.0% |
| Q2 2019 | $2,070,000 | +2.7% | 21,300 | +0.0% | 0.01% | 0.0% |
| Q1 2019 | $2,015,000 | +11.8% | 21,297 | +0.0% | 0.01% | -7.7% |
| Q4 2018 | $1,802,000 | -11.9% | 21,295 | +0.0% | 0.01% | 0.0% |
| Q3 2018 | $2,045,000 | +4.4% | 21,293 | -0.9% | 0.01% | 0.0% |
| Q2 2018 | $1,959,000 | -20.6% | 21,496 | -22.3% | 0.01% | -23.5% |
| Q1 2018 | $2,466,000 | -17.1% | 27,666 | -13.5% | 0.02% | -15.0% |
| Q4 2017 | $2,973,000 | -0.8% | 31,981 | -6.4% | 0.02% | -9.1% |
| Q3 2017 | $2,998,000 | -1.4% | 34,163 | -4.4% | 0.02% | -4.3% |
| Q2 2017 | $3,041,000 | -0.6% | 35,746 | -1.2% | 0.02% | -8.0% |
| Q1 2017 | $3,058,000 | +5.7% | 36,175 | +1.6% | 0.02% | -3.8% |
| Q4 2016 | $2,894,000 | +8.6% | 35,618 | +4.4% | 0.03% | +8.3% |
| Q3 2016 | $2,665,000 | -2.3% | 34,116 | -4.1% | 0.02% | -4.0% |
| Q2 2016 | $2,729,000 | +966.0% | 35,561 | +930.8% | 0.02% | +1150.0% |
| Q1 2016 | $256,000 | +3.6% | 3,450 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $247,000 | +12.3% | 3,450 | +6.2% | 0.00% | 0.0% |
| Q3 2015 | $220,000 | -22.8% | 3,250 | -16.7% | 0.00% | – |
| Q2 2015 | $285,000 | -8.4% | 3,900 | -7.1% | 0.00% | – |
| Q1 2015 | $311,000 | +9.5% | 4,200 | +10.5% | 0.00% | – |
| Q4 2014 | $284,000 | +2.2% | 3,800 | -2.6% | 0.00% | – |
| Q3 2014 | $278,000 | -7.3% | 3,900 | -7.1% | 0.00% | – |
| Q2 2014 | $300,000 | +4.9% | 4,200 | 0.0% | 0.00% | – |
| Q1 2014 | $286,000 | +0.4% | 4,200 | -1.2% | 0.00% | – |
| Q4 2013 | $285,000 | +1.4% | 4,250 | -6.6% | 0.00% | – |
| Q3 2013 | $281,000 | +2.6% | 4,550 | 0.0% | 0.00% | -100.0% |
| Q2 2013 | $274,000 | – | 4,550 | – | 0.00% | – |
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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% |