WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 110 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $485 | -5.3% | 6,853 | -5.4% | 0.00% | -50.0% |
| Q1 2024 | $512 | +7.1% | 7,244 | -1.0% | 0.00% | 0.0% |
| Q4 2023 | $478 | +8.6% | 7,316 | +0.1% | 0.00% | 0.0% |
| Q3 2023 | $440 | -3.3% | 7,312 | -0.3% | 0.00% | 0.0% |
| Q2 2023 | $455 | -0.2% | 7,334 | -2.6% | 0.00% | 0.0% |
| Q1 2023 | $456 | -0.2% | 7,530 | +0.0% | 0.00% | 0.0% |
| Q4 2022 | $457 | -99.9% | 7,527 | +0.1% | 0.00% | 0.0% |
| Q3 2022 | $408,000 | +5.2% | 7,522 | +13.2% | 0.00% | 0.0% |
| Q2 2022 | $388,000 | -17.4% | 6,642 | -8.8% | 0.00% | 0.0% |
| Q1 2022 | $470,000 | -9.8% | 7,280 | -9.5% | 0.00% | 0.0% |
| Q4 2021 | $521,000 | -2.6% | 8,044 | +76.7% | 0.00% | 0.0% |
| Q3 2021 | $535,000 | +3.7% | 4,553 | +4.5% | 0.00% | 0.0% |
| Q2 2021 | $516,000 | +0.4% | 4,356 | -4.3% | 0.00% | 0.0% |
| Q1 2021 | $514,000 | +41.2% | 4,550 | +31.2% | 0.00% | 0.0% |
| Q4 2020 | $364,000 | -1.9% | 3,468 | -12.1% | 0.00% | 0.0% |
| Q3 2020 | $371,000 | +4.2% | 3,947 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $356,000 | -33.0% | 3,947 | -41.8% | 0.00% | -50.0% |
| Q1 2020 | $531,000 | +17.2% | 6,783 | +58.1% | 0.00% | +33.3% |
| Q4 2019 | $453,000 | +14.1% | 4,289 | +7.0% | 0.00% | 0.0% |
| Q3 2019 | $397,000 | +7.9% | 4,010 | +5.9% | 0.00% | 0.0% |
| Q2 2019 | $368,000 | -44.6% | 3,788 | -46.0% | 0.00% | -40.0% |
| Q1 2019 | $664,000 | +10.1% | 7,015 | -1.5% | 0.01% | -16.7% |
| Q4 2018 | $603,000 | -17.4% | 7,122 | -6.3% | 0.01% | 0.0% |
| Q3 2018 | $730,000 | +52.7% | 7,603 | +44.9% | 0.01% | +20.0% |
| Q2 2018 | $478,000 | -21.1% | 5,248 | -22.8% | 0.01% | -16.7% |
| Q1 2018 | $606,000 | -60.7% | 6,800 | -59.0% | 0.01% | -62.5% |
| Q4 2017 | $1,541,000 | +4.9% | 16,576 | -1.0% | 0.02% | -5.9% |
| Q3 2017 | $1,469,000 | -0.3% | 16,742 | -3.4% | 0.02% | -5.6% |
| Q2 2017 | $1,474,000 | +11.5% | 17,332 | +10.1% | 0.02% | 0.0% |
| Q1 2017 | $1,322,000 | +11.7% | 15,735 | +8.0% | 0.02% | 0.0% |
| Q4 2016 | $1,184,000 | -0.1% | 14,573 | -3.9% | 0.02% | -14.3% |
| Q3 2016 | $1,185,000 | +3.0% | 15,165 | -2.2% | 0.02% | -30.0% |
| Q1 2016 | $1,151,000 | +4.8% | 15,507 | +1.2% | 0.03% | +7.1% |
| Q4 2015 | $1,098,000 | +15.8% | 15,320 | +9.7% | 0.03% | +3.7% |
| Q3 2015 | $948,000 | -99.8% | 13,965 | +127.9% | 0.03% | +200.0% |
| Q2 2015 | $448,582,000 | +96995.7% | 6,129 | -1.5% | 0.01% | 0.0% |
| Q1 2015 | $462,000 | -100.0% | 6,225 | -68.0% | 0.01% | -69.0% |
| Q4 2014 | $1,452,779,000 | +488.0% | 19,434 | +461.5% | 0.03% | +480.0% |
| Q3 2014 | $247,085,000 | – | 3,461 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 97,615 | $7,144,000 | 6.47% |
| JFS WEALTH ADVISORS, LLC | 151,451 | $11,085,000 | 5.69% |
| LVZ, Inc. | 19,174 | $1,430,000 | 0.80% |
| SONATA CAPITAL GROUP INC | 10,060 | $736,000 | 0.63% |
| CUTLER INVESTMENT COUNSEL LLC | 18,819 | $1,377,000 | 0.45% |
| J.P. Turner & Co Capital Mnagement, LLC | 7,808 | $571,000 | 0.44% |
| Investors Capital Advisory Services | 30,833 | $2,256,000 | 0.41% |
| Concert Wealth Management Inc. | 24,874 | $1,821,000 | 0.24% |
| WADE G W & INC | 15,013 | $1,099,000 | 0.22% |
| BENEDICT FINANCIAL ADVISORS INC | 4,150 | $306,000 | 0.20% |