WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 90 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,120 | -3.1% | 18,620 | 0.0% | 0.60% | +0.2% |
| Q2 2023 | $1,156 | +2.5% | 18,620 | 0.0% | 0.60% | -2.1% |
| Q1 2023 | $1,128 | -0.1% | 18,620 | 0.0% | 0.61% | -2.9% |
| Q4 2022 | $1,129 | -99.9% | 18,620 | 0.0% | 0.63% | +12.7% |
| Q3 2022 | $1,010,000 | -6.3% | 18,620 | 0.0% | 0.56% | -0.5% |
| Q2 2022 | $1,078,000 | -10.4% | 18,620 | -0.1% | 0.56% | +5.5% |
| Q1 2022 | $1,203,000 | -0.3% | 18,640 | 0.0% | 0.53% | +5.1% |
| Q4 2021 | $1,207,000 | +10.3% | 18,640 | +100.0% | 0.50% | +3.1% |
| Q3 2021 | $1,094,000 | -0.9% | 9,320 | 0.0% | 0.49% | -2.4% |
| Q2 2021 | $1,104,000 | +4.7% | 9,320 | 0.0% | 0.50% | -0.8% |
| Q1 2021 | $1,054,000 | -11.2% | 9,320 | -17.7% | 0.51% | -13.8% |
| Q4 2020 | $1,187,000 | +35.5% | 11,320 | +21.5% | 0.59% | +14.9% |
| Q3 2020 | $876,000 | +4.3% | 9,320 | 0.0% | 0.51% | -4.1% |
| Q2 2020 | $840,000 | +15.1% | 9,320 | 0.0% | 0.53% | -2.9% |
| Q1 2020 | $730,000 | -25.8% | 9,320 | 0.0% | 0.55% | -7.6% |
| Q4 2019 | $984,000 | +6.5% | 9,320 | 0.0% | 0.59% | -5.1% |
| Q3 2019 | $924,000 | +2.0% | 9,320 | 0.0% | 0.63% | -0.2% |
| Q2 2019 | $906,000 | +2.7% | 9,320 | 0.0% | 0.63% | -4.6% |
| Q1 2019 | $882,000 | +11.8% | 9,320 | 0.0% | 0.66% | +2.2% |
| Q4 2018 | $789,000 | -11.8% | 9,320 | 0.0% | 0.64% | +5.9% |
| Q3 2018 | $895,000 | +5.4% | 9,320 | 0.0% | 0.61% | -0.5% |
| Q2 2018 | $849,000 | +1.6% | 9,320 | -0.6% | 0.61% | -0.5% |
| Q1 2018 | $836,000 | -4.1% | 9,380 | 0.0% | 0.61% | -2.5% |
| Q4 2017 | $872,000 | -3.3% | 9,380 | -8.8% | 0.63% | -6.3% |
| Q3 2017 | $902,000 | +2.0% | 10,280 | -1.1% | 0.67% | +1.8% |
| Q2 2017 | $884,000 | +5.4% | 10,390 | +4.0% | 0.66% | +4.3% |
| Q1 2017 | $839,000 | +6.6% | 9,990 | +3.1% | 0.63% | +3.1% |
| Q4 2016 | $787,000 | -7.5% | 9,690 | -11.0% | 0.61% | -11.4% |
| Q3 2016 | $851,000 | +4.7% | 10,890 | +2.8% | 0.69% | -0.1% |
| Q2 2016 | $813,000 | +5.4% | 10,590 | +1.9% | 0.69% | +3.7% |
| Q1 2016 | $771,000 | +8.7% | 10,390 | +5.1% | 0.67% | +7.2% |
| Q4 2015 | $709,000 | +5.7% | 9,890 | 0.0% | 0.62% | 0.0% |
| Q3 2015 | $671,000 | -8.8% | 9,890 | -1.7% | 0.62% | -1.4% |
| Q2 2015 | $736,000 | -1.5% | 10,060 | 0.0% | 0.63% | -3.7% |
| Q1 2015 | $747,000 | -0.7% | 10,060 | 0.0% | 0.66% | -3.8% |
| Q4 2014 | $752,000 | – | 10,060 | – | 0.68% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
| Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
| LCNB CORP | 12,744 | $1,035,000 | 1.02% |
| Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
| SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
| CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
| Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
| Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
| TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |