WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 172 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,939 | +1.9% | 55,616 | +1.7% | 0.02% | 0.0% |
Q1 2024 | $3,867 | +8.7% | 54,679 | +0.4% | 0.02% | 0.0% |
Q4 2023 | $3,559 | +7.7% | 54,441 | -0.9% | 0.02% | 0.0% |
Q3 2023 | $3,306 | -3.5% | 54,952 | -0.4% | 0.02% | -6.2% |
Q2 2023 | $3,425 | +9.0% | 55,165 | +6.4% | 0.02% | +6.7% |
Q1 2023 | $3,142 | +1.2% | 51,860 | +1.3% | 0.02% | -6.2% |
Q4 2022 | $3,104 | -99.9% | 51,185 | +17.7% | 0.02% | +23.1% |
Q3 2022 | $2,360,000 | -38.3% | 43,497 | -34.2% | 0.01% | -38.1% |
Q2 2022 | $3,826,000 | -12.1% | 66,065 | -2.0% | 0.02% | +5.0% |
Q1 2022 | $4,352,000 | +11.3% | 67,403 | +11.6% | 0.02% | +17.6% |
Q4 2021 | $3,911,000 | +11.2% | 60,405 | +101.7% | 0.02% | 0.0% |
Q3 2021 | $3,517,000 | +9.4% | 29,955 | +10.4% | 0.02% | +13.3% |
Q2 2021 | $3,214,000 | +13.1% | 27,124 | +7.9% | 0.02% | 0.0% |
Q1 2021 | $2,842,000 | +27.5% | 25,145 | +18.3% | 0.02% | +15.4% |
Q4 2020 | $2,229,000 | -8.6% | 21,257 | -18.1% | 0.01% | -18.8% |
Q3 2020 | $2,439,000 | -0.9% | 25,963 | -4.9% | 0.02% | -15.8% |
Q2 2020 | $2,461,000 | +10.2% | 27,307 | -4.3% | 0.02% | -9.5% |
Q1 2020 | $2,234,000 | -30.2% | 28,524 | -5.9% | 0.02% | -16.0% |
Q4 2019 | $3,199,000 | +4.1% | 30,300 | -2.3% | 0.02% | -7.4% |
Q3 2019 | $3,074,000 | +3.5% | 31,017 | +1.4% | 0.03% | 0.0% |
Q2 2019 | $2,971,000 | -1.6% | 30,575 | -4.2% | 0.03% | -6.9% |
Q1 2019 | $3,020,000 | +11.4% | 31,911 | -0.4% | 0.03% | -3.3% |
Q4 2018 | $2,711,000 | -14.5% | 32,038 | -2.9% | 0.03% | 0.0% |
Q3 2018 | $3,170,000 | +6.1% | 33,006 | +0.7% | 0.03% | -6.2% |
Q2 2018 | $2,988,000 | +1.5% | 32,788 | -0.8% | 0.03% | -3.0% |
Q1 2018 | $2,945,000 | -2.5% | 33,042 | +1.7% | 0.03% | -8.3% |
Q4 2017 | $3,019,000 | +14.2% | 32,481 | +7.8% | 0.04% | 0.0% |
Q3 2017 | $2,644,000 | +4.4% | 30,130 | +1.2% | 0.04% | -2.7% |
Q2 2017 | $2,533,000 | +1.2% | 29,775 | -0.1% | 0.04% | -14.0% |
Q1 2017 | $2,503,000 | -3.7% | 29,800 | -6.9% | 0.04% | -12.2% |
Q4 2016 | $2,599,000 | -7.0% | 31,992 | -10.6% | 0.05% | -5.8% |
Q3 2016 | $2,795,000 | +3.1% | 35,779 | +1.3% | 0.05% | -8.8% |
Q2 2016 | $2,710,000 | +4.0% | 35,313 | +0.5% | 0.06% | -3.4% |
Q1 2016 | $2,607,000 | -7.0% | 35,127 | -10.2% | 0.06% | -10.6% |
Q4 2015 | $2,803,000 | +5.8% | 39,121 | +0.3% | 0.07% | -13.2% |
Q3 2015 | $2,649,000 | -13.0% | 39,022 | -6.2% | 0.08% | -9.5% |
Q2 2015 | $3,045,000 | -1.5% | 41,607 | -0.1% | 0.08% | -4.5% |
Q1 2015 | $3,091,000 | +6.1% | 41,634 | +6.8% | 0.09% | -2.2% |
Q4 2014 | $2,914,000 | +7.3% | 38,983 | +2.5% | 0.09% | +12.5% |
Q3 2014 | $2,715,000 | +15.6% | 38,023 | +15.9% | 0.08% | -2.4% |
Q2 2014 | $2,348,000 | +10.3% | 32,817 | +5.3% | 0.08% | +2.5% |
Q1 2014 | $2,129,000 | +6.3% | 31,180 | +4.5% | 0.08% | -2.4% |
Q4 2013 | $2,003,000 | +13.1% | 29,836 | +4.1% | 0.08% | +5.1% |
Q3 2013 | $1,771,000 | +28.3% | 28,663 | +25.3% | 0.08% | +11.4% |
Q2 2013 | $1,380,000 | – | 22,872 | – | 0.07% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Tillar-Wenstrup Advisors, LLC | 97,615 | $7,144,000 | 6.47% |
JFS WEALTH ADVISORS, LLC | 151,451 | $11,085,000 | 5.69% |
LVZ, Inc. | 19,174 | $1,430,000 | 0.80% |
SONATA CAPITAL GROUP INC | 10,060 | $736,000 | 0.63% |
CUTLER INVESTMENT COUNSEL LLC | 18,819 | $1,377,000 | 0.45% |
J.P. Turner & Co Capital Mnagement, LLC | 7,808 | $571,000 | 0.44% |
Investors Capital Advisory Services | 30,833 | $2,256,000 | 0.41% |
Concert Wealth Management Inc. | 24,874 | $1,821,000 | 0.24% |
WADE G W & INC | 15,013 | $1,099,000 | 0.22% |
BENEDICT FINANCIAL ADVISORS INC | 4,150 | $306,000 | 0.20% |