WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 169 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $671,775 | -1.9% | 9,484 | -2.0% | 0.09% | -1.1% |
Q1 2024 | $684,726 | +11.3% | 9,682 | +2.9% | 0.09% | +4.5% |
Q4 2023 | $615,398 | +6.2% | 9,413 | -2.3% | 0.09% | -3.3% |
Q3 2023 | $579,427 | -0.3% | 9,630 | +2.9% | 0.09% | +3.4% |
Q2 2023 | $580,943 | +3.0% | 9,356 | +0.5% | 0.09% | 0.0% |
Q1 2023 | $564,006 | -33.7% | 9,309 | -33.6% | 0.09% | -32.3% |
Q4 2022 | $850,570 | +10.0% | 14,024 | -1.6% | 0.13% | +1.6% |
Q3 2022 | $773,000 | -6.4% | 14,248 | -0.1% | 0.13% | -1.5% |
Q2 2022 | $826,000 | -9.2% | 14,257 | +1.2% | 0.13% | +3.2% |
Q1 2022 | $910,000 | +1.2% | 14,089 | +1.5% | 0.13% | -6.7% |
Q4 2021 | $899,000 | +10.4% | 13,882 | +100.2% | 0.14% | +5.5% |
Q3 2021 | $814,000 | +2.0% | 6,935 | +2.9% | 0.13% | +2.4% |
Q2 2021 | $798,000 | -7.6% | 6,739 | -11.8% | 0.12% | -16.7% |
Q1 2021 | $864,000 | -58.3% | 7,640 | -61.3% | 0.15% | -60.5% |
Q4 2020 | $2,072,000 | +11.4% | 19,761 | -0.2% | 0.38% | +5.6% |
Q3 2020 | $1,860,000 | +3.9% | 19,796 | -0.4% | 0.36% | -5.3% |
Q2 2020 | $1,791,000 | +43.9% | 19,880 | +25.1% | 0.38% | +26.2% |
Q1 2020 | $1,245,000 | -21.3% | 15,895 | +6.1% | 0.30% | -5.0% |
Q4 2019 | $1,582,000 | +8.4% | 14,981 | +1.7% | 0.32% | +12.8% |
Q3 2019 | $1,460,000 | -0.4% | 14,728 | -2.4% | 0.28% | -0.4% |
Q2 2019 | $1,466,000 | +7.6% | 15,086 | +4.7% | 0.28% | +5.6% |
Q1 2019 | $1,363,000 | +8.9% | 14,406 | -2.7% | 0.27% | -0.7% |
Q4 2018 | $1,252,000 | -42.1% | 14,801 | -34.3% | 0.27% | -33.6% |
Q3 2018 | $2,164,000 | +7.6% | 22,531 | +2.1% | 0.40% | +2.3% |
Q2 2018 | $2,011,000 | +2.5% | 22,063 | +0.2% | 0.40% | +3.4% |
Q1 2018 | $1,962,000 | -4.2% | 22,013 | -0.1% | 0.38% | -3.3% |
Q4 2017 | $2,048,000 | +3.2% | 22,026 | -6.8% | 0.40% | -14.1% |
Q1 2017 | $1,985,000 | +4.3% | 23,631 | +0.9% | 0.46% | -5.9% |
Q4 2016 | $1,903,000 | +9.8% | 23,416 | +5.5% | 0.49% | +4.7% |
Q3 2016 | $1,733,000 | +1.8% | 22,187 | +0.0% | 0.47% | -1.5% |
Q2 2016 | $1,702,000 | -8.4% | 22,182 | -11.4% | 0.48% | -16.5% |
Q1 2016 | $1,858,000 | +25.6% | 25,030 | +21.2% | 0.57% | +12.9% |
Q4 2015 | $1,479,000 | +10.1% | 20,645 | +4.4% | 0.50% | +5.0% |
Q3 2015 | $1,343,000 | -2.5% | 19,784 | +5.1% | 0.48% | +6.7% |
Q2 2015 | $1,377,000 | +1.2% | 18,819 | +4.8% | 0.45% | +2.7% |
Q1 2015 | $1,360,000 | +504.4% | 17,963 | +486.1% | 0.44% | +491.9% |
Q4 2014 | $225,000 | +8.7% | 3,065 | +5.7% | 0.07% | +4.2% |
Q3 2014 | $207,000 | +3.0% | 2,899 | +3.4% | 0.07% | +4.4% |
Q2 2014 | $201,000 | – | 2,804 | – | 0.07% | – |
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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% |