WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 55 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $11,000 | -21.4% | 150 | -21.5% | 0.00% | -100.0% |
| Q4 2015 | $14,000 | -17.6% | 191 | -24.2% | 0.00% | 0.0% |
| Q3 2015 | $17,000 | -5.6% | 252 | +2.4% | 0.00% | 0.0% |
| Q2 2015 | $18,000 | 0.0% | 246 | +1.7% | 0.00% | 0.0% |
| Q1 2015 | $18,000 | 0.0% | 242 | +0.4% | 0.00% | 0.0% |
| Q4 2014 | $18,000 | +63.6% | 241 | +62.8% | 0.00% | – |
| Q3 2014 | $11,000 | +120.0% | 148 | +131.2% | 0.00% | – |
| Q2 2014 | $5,000 | – | 64 | – | 0.00% | – |
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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% |