WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 88 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,636,383 | -4.8% | 27,196 | -1.8% | 0.72% | -1.2% |
| Q2 2023 | $1,719,645 | +4.6% | 27,696 | +2.1% | 0.73% | -1.3% |
| Q1 2023 | $1,643,504 | +0.0% | 27,125 | +0.1% | 0.74% | -2.6% |
| Q4 2022 | $1,642,887 | +50.7% | 27,088 | +34.8% | 0.76% | +28.9% |
| Q3 2022 | $1,090,000 | +4.1% | 20,088 | +11.1% | 0.59% | +9.0% |
| Q2 2022 | $1,047,000 | -7.8% | 18,088 | +2.8% | 0.54% | +1.9% |
| Q1 2022 | $1,135,000 | -0.4% | 17,588 | 0.0% | 0.53% | +2.3% |
| Q4 2021 | $1,139,000 | +7.6% | 17,588 | +95.0% | 0.52% | -2.6% |
| Q3 2021 | $1,059,000 | -5.1% | 9,019 | -4.2% | 0.54% | -4.6% |
| Q2 2021 | $1,116,000 | +2.7% | 9,419 | -2.1% | 0.56% | -5.2% |
| Q1 2021 | $1,087,000 | +1.5% | 9,619 | -5.9% | 0.59% | -2.5% |
| Q4 2020 | $1,071,000 | +6.5% | 10,219 | -4.6% | 0.61% | -7.8% |
| Q3 2020 | $1,006,000 | +0.5% | 10,709 | -3.6% | 0.66% | -2.7% |
| Q2 2020 | $1,001,000 | +12.2% | 11,104 | -2.5% | 0.68% | -2.9% |
| Q1 2020 | $892,000 | -26.5% | 11,389 | -1.0% | 0.70% | -6.1% |
| Q4 2019 | $1,214,000 | -26.7% | 11,499 | -31.2% | 0.74% | -30.2% |
| Q3 2019 | $1,657,000 | +1.3% | 16,724 | -0.6% | 1.06% | -7.5% |
| Q2 2019 | $1,635,000 | +3.7% | 16,824 | +1.0% | 1.15% | +0.6% |
| Q1 2019 | $1,577,000 | +14.6% | 16,664 | +2.5% | 1.14% | +0.4% |
| Q4 2018 | $1,376,000 | -6.1% | 16,264 | +6.6% | 1.14% | +9.7% |
| Q3 2018 | $1,466,000 | +31.4% | 15,264 | +22.0% | 1.04% | +3.2% |
| Q1 2018 | $1,116,000 | -5.1% | 12,514 | -1.1% | 1.00% | -3.1% |
| Q4 2017 | $1,176,000 | +5.6% | 12,649 | -0.3% | 1.04% | -1.0% |
| Q3 2017 | $1,114,000 | +0.3% | 12,689 | -2.9% | 1.05% | -3.7% |
| Q2 2017 | $1,111,000 | +1.3% | 13,064 | 0.0% | 1.09% | +3.5% |
| Q1 2017 | $1,097,000 | +6.0% | 13,064 | +2.5% | 1.05% | +2.5% |
| Q4 2016 | $1,035,000 | – | 12,744 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 289,537 | $30,358,000 | 3.22% |
| Truadvice, LLC | 35,299 | $3,710,000 | 1.13% |
| Kendall Capital Management | 12,840 | $1,346,000 | 0.98% |
| LCNB CORP | 10,219 | $1,071,000 | 0.61% |
| SONATA CAPITAL GROUP INC | 11,320 | $1,187,000 | 0.59% |
| Capital Advisory Group Advisory Services, LLC | 10,215 | $1,071,000 | 0.45% |
| CUTLER INVESTMENT COUNSEL LLC | 19,761 | $2,072,000 | 0.38% |
| EPIQ PARTNERS, LLC | 3,950 | $414,000 | 0.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 26,166 | $2,744,000 | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11,605 | $1,217,000 | 0.26% |