WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 60 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $36,000 | +16.1% | 400 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $31,000 | -26.2% | 400 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $42,000 | -69.8% | 400 | -71.4% | 0.01% | -71.9% |
| Q3 2019 | $139,000 | +2.2% | 1,400 | 0.0% | 0.03% | +28.0% |
| Q2 2019 | $136,000 | +3.0% | 1,400 | 0.0% | 0.02% | +13.6% |
| Q1 2019 | $132,000 | +11.9% | 1,400 | 0.0% | 0.02% | -4.3% |
| Q4 2018 | $118,000 | -11.9% | 1,400 | 0.0% | 0.02% | +4.5% |
| Q3 2018 | $134,000 | +4.7% | 1,400 | 0.0% | 0.02% | -4.3% |
| Q2 2018 | $128,000 | +2.4% | 1,400 | 0.0% | 0.02% | -4.2% |
| Q1 2018 | $125,000 | -3.8% | 1,400 | 0.0% | 0.02% | +9.1% |
| Q4 2017 | $130,000 | +5.7% | 1,400 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $123,000 | +3.4% | 1,400 | 0.0% | 0.02% | +4.8% |
| Q2 2017 | $119,000 | +0.8% | 1,400 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $118,000 | +3.5% | 1,400 | 0.0% | 0.02% | -22.2% |
| Q4 2016 | $114,000 | +4.6% | 1,400 | 0.0% | 0.03% | -6.9% |
| Q3 2016 | $109,000 | +1.9% | 1,400 | 0.0% | 0.03% | -3.3% |
| Q2 2016 | $107,000 | +2.9% | 1,400 | 0.0% | 0.03% | -18.9% |
| Q1 2016 | $104,000 | +2.0% | 1,400 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $102,000 | +240.0% | 1,400 | +250.0% | 0.04% | +208.3% |
| Q1 2015 | $30,000 | 0.0% | 400 | 0.0% | 0.01% | -7.7% |
| Q4 2014 | $30,000 | +3.4% | 400 | 0.0% | 0.01% | -7.1% |
| Q3 2014 | $29,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $29,000 | +16.0% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $25,000 | +4.2% | 400 | 0.0% | 0.02% | -11.1% |
| Q2 2013 | $24,000 | – | 400 | – | 0.02% | – |
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% |