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 | $347,843 | -3.1% | 5,781 | 0.0% | 0.03% | +13.0% |
Q2 2023 | $358,942 | -2.0% | 5,781 | -4.4% | 0.02% | -4.2% |
Q1 2023 | $366,327 | -0.1% | 6,046 | 0.0% | 0.02% | +4.3% |
Q4 2022 | $366,690 | +11.8% | 6,046 | 0.0% | 0.02% | -4.2% |
Q3 2022 | $328,000 | -9.6% | 6,046 | -3.5% | 0.02% | +9.1% |
Q2 2022 | $363,000 | -11.7% | 6,266 | -1.6% | 0.02% | 0.0% |
Q1 2022 | $411,000 | -0.2% | 6,366 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $412,000 | +10.2% | 6,366 | +100.0% | 0.02% | +4.8% |
Q3 2021 | $374,000 | -0.8% | 3,183 | 0.0% | 0.02% | -4.5% |
Q2 2021 | $377,000 | +4.7% | 3,183 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $360,000 | +4.7% | 3,183 | -3.0% | 0.02% | -8.3% |
Q4 2020 | $344,000 | +11.7% | 3,283 | 0.0% | 0.02% | -14.3% |
Q3 2020 | $308,000 | +3.0% | 3,283 | -1.1% | 0.03% | +21.7% |
Q2 2020 | $299,000 | +15.0% | 3,318 | 0.0% | 0.02% | +4.5% |
Q1 2020 | $260,000 | -25.7% | 3,318 | 0.0% | 0.02% | -4.3% |
Q4 2019 | $350,000 | +3.6% | 3,318 | -2.8% | 0.02% | 0.0% |
Q3 2019 | $338,000 | +1.8% | 3,413 | 0.0% | 0.02% | +4.5% |
Q2 2019 | $332,000 | +13.7% | 3,413 | -1.2% | 0.02% | 0.0% |
Q4 2018 | $292,000 | -12.0% | 3,453 | 0.0% | 0.02% | -4.3% |
Q3 2018 | $332,000 | +5.4% | 3,453 | 0.0% | 0.02% | 0.0% |
Q2 2018 | $315,000 | -0.6% | 3,453 | -2.8% | 0.02% | -4.2% |
Q1 2018 | $317,000 | -3.9% | 3,553 | 0.0% | 0.02% | +4.3% |
Q4 2017 | $330,000 | +3.4% | 3,553 | -2.3% | 0.02% | 0.0% |
Q3 2017 | $319,000 | +0.9% | 3,638 | -2.2% | 0.02% | -4.2% |
Q2 2017 | $316,000 | 0.0% | 3,718 | -1.3% | 0.02% | 0.0% |
Q1 2017 | $316,000 | -4.5% | 3,768 | -11.2% | 0.02% | -11.1% |
Q3 2016 | $331,000 | -9.8% | 4,241 | -10.0% | 0.03% | -12.9% |
Q2 2016 | $367,000 | +2.8% | 4,713 | -2.0% | 0.03% | 0.0% |
Q1 2016 | $357,000 | +1.4% | 4,810 | -2.1% | 0.03% | -3.1% |
Q4 2015 | $352,000 | +4.1% | 4,915 | -1.2% | 0.03% | -3.0% |
Q3 2015 | $338,000 | – | 4,975 | – | 0.03% | – |
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% |