WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 84 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $230,000 | -62.8% | 2,324 | -68.5% | 0.01% | -71.9% |
| Q1 2017 | $619,000 | -43.4% | 7,370 | -45.3% | 0.03% | -44.8% |
| Q4 2016 | $1,094,000 | -1.4% | 13,470 | -6.8% | 0.06% | -12.1% |
| Q2 2016 | $1,110,000 | +3.4% | 14,460 | 0.0% | 0.07% | -1.5% |
| Q1 2016 | $1,073,000 | +3.6% | 14,460 | 0.0% | 0.07% | 0.0% |
| Q4 2015 | $1,036,000 | +5.5% | 14,460 | 0.0% | 0.07% | -1.5% |
| Q3 2015 | $982,000 | -7.2% | 14,460 | 0.0% | 0.07% | +1.5% |
| Q2 2015 | $1,058,000 | -32.4% | 14,460 | -31.3% | 0.07% | -30.9% |
| Q1 2015 | $1,564,000 | – | 21,060 | – | 0.10% | – |
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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% |