WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 109 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $201,825 | -0.1% | 3,331 | 0.0% | 0.00% | -25.0% |
| Q4 2022 | $202,025 | -7.3% | 3,331 | -16.9% | 0.00% | 0.0% |
| Q3 2022 | $218,000 | -6.0% | 4,009 | +0.1% | 0.00% | 0.0% |
| Q2 2022 | $232,000 | -12.5% | 4,004 | -2.3% | 0.00% | 0.0% |
| Q1 2022 | $265,000 | -1.5% | 4,099 | -1.5% | 0.00% | 0.0% |
| Q4 2021 | $269,000 | +10.2% | 4,160 | +100.2% | 0.00% | 0.0% |
| Q3 2021 | $244,000 | -2.0% | 2,078 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $249,000 | +4.2% | 2,101 | -0.6% | 0.00% | -20.0% |
| Q1 2021 | $239,000 | +7.7% | 2,114 | +0.0% | 0.01% | 0.0% |
| Q4 2020 | $222,000 | +10.4% | 2,113 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $201,000 | -1.0% | 2,136 | -5.2% | 0.01% | -16.7% |
| Q2 2020 | $203,000 | – | 2,252 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 37,314 | $4,381,000 | 4.00% |
| Connecticut Wealth Management, LLC | 272,986 | $32,054,000 | 2.80% |
| Kendall Capital Management | 10,940 | $1,285,000 | 0.70% |
| Capital Advisory Group Advisory Services, LLC | 14,558 | $1,709,000 | 0.62% |
| Certified Advisory Corp | 19,513 | $2,291,000 | 0.56% |
| LCNB CORP | 9,019 | $1,059,000 | 0.54% |
| SONATA CAPITAL GROUP INC | 9,320 | $1,094,000 | 0.49% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $488,000 | 0.24% |
| Gradient Capital Advisors, LLC | 3,843 | $451,000 | 0.21% |
| Blue Barn Wealth, LLC | 2,002 | $235,000 | 0.21% |