WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 102 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $508,000 | -81.5% | 4,841 | -83.4% | 0.00% | -83.3% |
| Q3 2020 | $2,740,000 | -3.5% | 29,166 | -7.4% | 0.02% | -14.3% |
| Q2 2020 | $2,838,000 | +12.1% | 31,500 | -2.5% | 0.02% | 0.0% |
| Q1 2020 | $2,531,000 | -22.9% | 32,315 | +3.9% | 0.02% | 0.0% |
| Q4 2019 | $3,283,000 | +7.2% | 31,094 | +0.6% | 0.02% | 0.0% |
| Q3 2019 | $3,063,000 | +18.6% | 30,913 | +16.3% | 0.02% | +23.5% |
| Q2 2019 | $2,582,000 | +27.1% | 26,575 | +23.7% | 0.02% | +21.4% |
| Q1 2019 | $2,032,000 | +12.0% | 21,478 | +0.2% | 0.01% | 0.0% |
| Q4 2018 | $1,814,000 | -12.5% | 21,438 | -0.6% | 0.01% | -6.7% |
| Q3 2018 | $2,072,000 | +5.7% | 21,577 | +0.3% | 0.02% | 0.0% |
| Q2 2018 | $1,961,000 | +0.9% | 21,513 | -1.4% | 0.02% | 0.0% |
| Q1 2018 | $1,944,000 | -5.2% | 21,813 | -1.2% | 0.02% | -6.2% |
| Q4 2017 | $2,051,000 | +3.4% | 22,068 | -2.4% | 0.02% | -5.9% |
| Q3 2017 | $1,984,000 | +1.1% | 22,605 | -2.0% | 0.02% | -5.6% |
| Q2 2017 | $1,963,000 | +0.2% | 23,077 | -1.0% | 0.02% | 0.0% |
| Q1 2017 | $1,959,000 | +1.0% | 23,319 | -2.3% | 0.02% | -5.3% |
| Q4 2016 | $1,940,000 | -1.4% | 23,873 | -5.2% | 0.02% | 0.0% |
| Q3 2016 | $1,967,000 | -6.0% | 25,178 | -7.4% | 0.02% | -9.5% |
| Q2 2016 | $2,093,000 | -0.5% | 27,182 | -4.1% | 0.02% | -8.7% |
| Q1 2016 | $2,104,000 | +1.9% | 28,345 | -1.6% | 0.02% | -4.2% |
| Q4 2015 | $2,064,000 | +2.0% | 28,807 | -3.3% | 0.02% | 0.0% |
| Q3 2015 | $2,023,000 | -30.1% | 29,797 | -24.7% | 0.02% | -29.4% |
| Q2 2015 | $2,896,000 | -45.4% | 39,573 | -44.2% | 0.03% | -47.7% |
| Q1 2015 | $5,302,000 | -51.7% | 70,888 | -51.8% | 0.06% | -21.7% |
| Q4 2014 | $10,986,000 | +112.9% | 146,956 | +103.4% | 0.08% | -7.8% |
| Q3 2014 | $5,159,000 | +6.0% | 72,263 | +6.2% | 0.09% | 0.0% |
| Q2 2014 | $4,866,000 | +21.5% | 68,021 | +16.0% | 0.09% | +5.9% |
| Q1 2014 | $4,005,000 | – | 58,657 | – | 0.08% | – |
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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% |