WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $519,869 | -3.1% | 8,640 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $536,458 | +2.5% | 8,640 | 0.0% | 0.01% | -7.7% |
Q1 2023 | $523,498 | -0.1% | 8,640 | 0.0% | 0.01% | -18.8% |
Q4 2022 | $524,016 | +11.7% | 8,640 | 0.0% | 0.02% | 0.0% |
Q3 2022 | $469,000 | -6.2% | 8,640 | 0.0% | 0.02% | -11.1% |
Q2 2022 | $500,000 | -10.4% | 8,640 | 0.0% | 0.02% | +5.9% |
Q1 2022 | $558,000 | -0.2% | 8,640 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $559,000 | +10.3% | 8,640 | +100.0% | 0.02% | 0.0% |
Q3 2021 | $507,000 | -1.0% | 4,320 | 0.0% | 0.02% | -5.6% |
Q2 2021 | $512,000 | +4.9% | 4,320 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $488,000 | +7.7% | 4,320 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $453,000 | +11.6% | 4,320 | 0.0% | 0.02% | 0.0% |
Q3 2020 | $406,000 | +4.4% | 4,320 | 0.0% | 0.02% | -5.3% |
Q2 2020 | $389,000 | +15.1% | 4,320 | 0.0% | 0.02% | -5.0% |
Q1 2020 | $338,000 | -25.9% | 4,320 | 0.0% | 0.02% | -4.8% |
Q4 2019 | $456,000 | +6.5% | 4,320 | 0.0% | 0.02% | +5.0% |
Q3 2019 | $428,000 | -57.8% | 4,320 | -64.0% | 0.02% | -66.1% |
Q4 2018 | $1,015,000 | -11.9% | 12,000 | 0.0% | 0.06% | -1.7% |
Q3 2018 | $1,152,000 | +5.3% | 12,000 | -0.0% | 0.06% | -1.6% |
Q2 2018 | $1,094,000 | +2.2% | 12,006 | +0.1% | 0.06% | +1.7% |
Q1 2018 | $1,070,000 | -12.8% | 12,000 | -9.1% | 0.06% | -10.4% |
Q4 2017 | $1,227,000 | +6.0% | 13,200 | 0.0% | 0.07% | +4.7% |
Q3 2017 | $1,158,000 | +1.9% | 13,200 | 0.0% | 0.06% | -22.9% |
Q2 2017 | $1,136,000 | – | 13,200 | – | 0.08% | – |
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% |