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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $220,000 | +4.3% | 2,709 | +0.3% | 0.01% | 0.0% |
| Q3 2016 | $211,000 | +1.4% | 2,702 | -0.5% | 0.01% | 0.0% |
| Q2 2016 | $208,000 | -16.1% | 2,715 | -18.9% | 0.01% | -30.0% |
| Q1 2016 | $248,000 | -25.5% | 3,346 | -28.1% | 0.01% | -33.3% |
| Q4 2015 | $333,000 | +141.3% | 4,651 | +129.5% | 0.02% | +36.4% |
| Q3 2015 | $138,000 | +133.9% | 2,027 | +150.2% | 0.01% | +175.0% |
| Q2 2015 | $59,000 | -1.7% | 810 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $60,000 | +140.0% | 810 | +128.2% | 0.00% | +33.3% |
| Q3 2014 | $25,000 | -34.2% | 355 | -33.6% | 0.00% | -40.0% |
| Q2 2014 | $38,000 | -52.5% | 535 | -54.8% | 0.01% | -16.7% |
| Q1 2014 | $80,000 | +100.0% | 1,184 | +100.0% | 0.01% | 0.0% |
| Q4 2013 | $40,000 | +8.1% | 592 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $37,000 | +2.8% | 592 | 0.0% | 0.01% | -14.3% |
| Q2 2013 | $36,000 | – | 592 | – | 0.01% | – |
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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% |