WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 72 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,673,000 | +7.9% | 30,457 | +4.6% | 0.02% | 0.0% |
| Q2 2017 | $2,477,000 | +14.4% | 29,124 | +13.0% | 0.02% | +14.3% |
| Q1 2017 | $2,165,000 | -1.9% | 25,777 | -5.1% | 0.01% | -12.5% |
| Q4 2016 | $2,207,000 | +14.1% | 27,169 | +9.7% | 0.02% | +6.7% |
| Q3 2016 | $1,935,000 | -4.0% | 24,764 | -5.8% | 0.02% | -11.8% |
| Q2 2016 | $2,016,000 | +2.8% | 26,276 | -0.6% | 0.02% | 0.0% |
| Q1 2016 | $1,962,000 | -2.6% | 26,437 | -5.9% | 0.02% | -10.5% |
| Q4 2015 | $2,014,000 | -2.6% | 28,104 | -7.7% | 0.02% | -13.6% |
| Q3 2015 | $2,068,000 | -14.0% | 30,455 | -7.4% | 0.02% | -8.3% |
| Q2 2015 | $2,406,000 | -1.7% | 32,880 | -0.2% | 0.02% | -4.0% |
| Q1 2015 | $2,447,000 | +3.5% | 32,956 | +4.2% | 0.02% | -3.8% |
| Q4 2014 | $2,364,000 | +9.0% | 31,626 | +4.1% | 0.03% | 0.0% |
| Q3 2014 | $2,169,000 | +1.7% | 30,380 | +1.9% | 0.03% | 0.0% |
| Q2 2014 | $2,133,000 | +1.0% | 29,813 | -3.6% | 0.03% | -10.3% |
| Q1 2014 | $2,112,000 | -0.7% | 30,941 | -2.3% | 0.03% | -6.5% |
| Q4 2013 | $2,127,000 | +10.2% | 31,682 | +1.4% | 0.03% | 0.0% |
| Q3 2013 | $1,930,000 | +19.6% | 31,233 | +16.8% | 0.03% | +10.7% |
| Q2 2013 | $1,614,000 | – | 26,736 | – | 0.03% | – |
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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% |