WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 173 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $647 | +2.2% | 9,133 | +2.0% | 0.01% | 0.0% |
| Q1 2024 | $633 | +3.9% | 8,951 | -3.9% | 0.01% | 0.0% |
| Q4 2023 | $609 | +7.4% | 9,310 | -1.2% | 0.01% | -11.1% |
| Q3 2023 | $567 | -99.8% | 9,425 | +67.2% | 0.01% | +50.0% |
| Q4 2022 | $342,000 | -99.9% | 5,637 | +3.2% | 0.01% | 0.0% |
| Q3 2022 | $296,000,000 | +104864.5% | 5,462 | +12.1% | 0.01% | +20.0% |
| Q2 2022 | $282,000 | +2.9% | 4,874 | +15.0% | 0.01% | 0.0% |
| Q1 2022 | $274,000 | -99.9% | 4,237 | -6.4% | 0.01% | 0.0% |
| Q4 2021 | $293,000,000 | +122494.1% | 4,526 | +122.7% | 0.01% | 0.0% |
| Q3 2021 | $239,000 | – | 2,032 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 405,884 | $42,849,000 | 4.72% |
| Kendall Capital Management | 12,840 | $1,356,000 | 1.07% |
| EPIQ PARTNERS, LLC | 7,750 | $818,000 | 0.83% |
| LCNB CORP | 11,499 | $1,214,000 | 0.74% |
| SONATA CAPITAL GROUP INC | 9,320 | $984,000 | 0.59% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $434,000 | 0.43% |
| Clearwater Capital Advisors, LLC | 19,649 | $2,074,000 | 0.35% |
| Gradient Capital Advisors, LLC | 4,588 | $484,000 | 0.34% |
| CUTLER INVESTMENT COUNSEL LLC | 14,981 | $1,582,000 | 0.32% |
| JFS WEALTH ADVISORS, LLC | 11,330 | $1,196,000 | 0.30% |