WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 37 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $2,340,358 | -28.6% | 37,693 | -30.3% | 0.00% | -100.0% |
Q1 2023 | $3,278,564 | -23.6% | 54,111 | -23.6% | 0.00% | 0.0% |
Q4 2022 | $4,294,080 | +222.9% | 70,801 | +189.0% | 0.00% | – |
Q3 2022 | $1,330,000 | +233.3% | 24,502 | +255.7% | 0.00% | – |
Q2 2022 | $399,000 | -88.2% | 6,888 | -86.8% | 0.00% | -100.0% |
Q1 2022 | $3,374,000 | +125.2% | 52,255 | +125.9% | 0.00% | – |
Q4 2021 | $1,498,000 | -29.0% | 23,134 | +28.7% | 0.00% | – |
Q3 2021 | $2,111,000 | -66.1% | 17,980 | -65.8% | 0.00% | -100.0% |
Q2 2021 | $6,232,000 | -2.3% | 52,600 | -6.8% | 0.00% | 0.0% |
Q1 2021 | $6,378,000 | +815.1% | 56,425 | +748.2% | 0.00% | – |
Q4 2020 | $697,000 | -83.5% | 6,652 | -85.2% | 0.00% | -100.0% |
Q3 2020 | $4,233,000 | +289.1% | 45,047 | +273.2% | 0.00% | – |
Q2 2020 | $1,088,000 | -87.3% | 12,069 | -89.0% | 0.00% | -100.0% |
Q1 2020 | $8,586,000 | +2.5% | 109,626 | +38.2% | 0.00% | +50.0% |
Q4 2019 | $8,373,000 | +61.3% | 79,317 | +51.4% | 0.00% | +100.0% |
Q3 2019 | $5,192,000 | +3.4% | 52,388 | +1.4% | 0.00% | 0.0% |
Q2 2019 | $5,019,000 | -65.0% | 51,651 | -65.9% | 0.00% | -75.0% |
Q1 2019 | $14,337,000 | +62.9% | 151,510 | +45.7% | 0.00% | +33.3% |
Q4 2018 | $8,803,000 | +120.1% | 104,021 | +149.8% | 0.00% | +200.0% |
Q3 2018 | $3,999,000 | -43.8% | 41,637 | -46.7% | 0.00% | -50.0% |
Q2 2018 | $7,115,000 | +110.4% | 78,061 | +105.7% | 0.00% | +100.0% |
Q1 2018 | $3,382,000 | -70.8% | 37,942 | -69.5% | 0.00% | -66.7% |
Q4 2017 | $11,564,000 | +97.7% | 124,398 | +86.7% | 0.00% | +50.0% |
Q3 2017 | $5,849,000 | -27.6% | 66,646 | -29.8% | 0.00% | 0.0% |
Q2 2017 | $8,078,000 | +137.0% | 94,959 | +134.0% | 0.00% | +100.0% |
Q1 2017 | $3,409,000 | -31.1% | 40,579 | -33.4% | 0.00% | 0.0% |
Q4 2016 | $4,950,000 | +25.0% | 60,933 | +20.2% | 0.00% | 0.0% |
Q3 2016 | $3,960,000 | -14.8% | 50,700 | -16.3% | 0.00% | 0.0% |
Q2 2016 | $4,649,000 | -49.5% | 60,584 | -51.2% | 0.00% | -66.7% |
Q1 2016 | $9,212,000 | +44.4% | 124,104 | +39.4% | 0.00% | +50.0% |
Q4 2015 | $6,381,000 | +387.5% | 89,040 | +361.6% | 0.00% | – |
Q3 2015 | $1,309,000 | -60.3% | 19,289 | -57.2% | 0.00% | -100.0% |
Q2 2015 | $3,296,000 | -26.7% | 45,029 | -25.7% | 0.00% | 0.0% |
Q1 2015 | $4,498,000 | +39.0% | 60,578 | +39.9% | 0.00% | 0.0% |
Q4 2014 | $3,237,000 | +86.9% | 43,308 | +78.5% | 0.00% | – |
Q3 2014 | $1,732,000 | -56.4% | 24,260 | -56.2% | 0.00% | -100.0% |
Q2 2014 | $3,968,000 | +25.1% | 55,442 | +19.4% | 0.00% | 0.0% |
Q1 2014 | $3,171,000 | +37.8% | 46,450 | +35.5% | 0.00% | 0.0% |
Q4 2013 | $2,301,000 | +13.1% | 34,282 | +4.1% | 0.00% | – |
Q3 2013 | $2,034,000 | +57.1% | 32,918 | +53.4% | 0.00% | – |
Q2 2013 | $1,295,000 | – | 21,455 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Connecticut Wealth Management, LLC | 289,537 | $30,358,000 | 3.22% |
Truadvice, LLC | 35,299 | $3,710,000 | 1.13% |
Kendall Capital Management | 12,840 | $1,346,000 | 0.98% |
LCNB CORP | 10,219 | $1,071,000 | 0.61% |
SONATA CAPITAL GROUP INC | 11,320 | $1,187,000 | 0.59% |
Capital Advisory Group Advisory Services, LLC | 10,215 | $1,071,000 | 0.45% |
CUTLER INVESTMENT COUNSEL LLC | 19,761 | $2,072,000 | 0.38% |
EPIQ PARTNERS, LLC | 3,950 | $414,000 | 0.29% |
GREAT VALLEY ADVISOR GROUP, INC. | 26,166 | $2,744,000 | 0.28% |
JFS WEALTH ADVISORS, LLC | 11,605 | $1,217,000 | 0.26% |