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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,580,801 | -3.0% | 26,272 | +0.1% | 0.01% | 0.0% |
| Q2 2023 | $1,629,249 | +2.6% | 26,240 | +0.1% | 0.01% | -14.3% |
| Q1 2023 | $1,588,043 | -1.2% | 26,210 | -1.1% | 0.01% | -12.5% |
| Q4 2022 | $1,607,336 | +11.9% | 26,502 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $1,436,000 | +17.1% | 26,462 | +25.0% | 0.01% | 0.0% |
| Q2 2022 | $1,226,000 | +14.6% | 21,178 | +27.7% | 0.01% | +14.3% |
| Q1 2022 | $1,070,000 | 0.0% | 16,581 | +0.4% | 0.01% | 0.0% |
| Q4 2021 | $1,070,000 | +10.3% | 16,521 | +100.0% | 0.01% | -12.5% |
| Q3 2021 | $970,000 | -0.9% | 8,261 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $979,000 | +4.8% | 8,261 | 0.0% | 0.01% | -10.0% |
| Q1 2021 | $934,000 | +7.5% | 8,261 | -0.3% | 0.01% | -16.7% |
| Q4 2020 | $869,000 | +3.7% | 8,284 | -7.0% | 0.01% | -14.3% |
| Q3 2020 | $838,000 | +4.8% | 8,912 | +0.3% | 0.01% | +7.7% |
| Q2 2020 | $800,000 | -5.8% | 8,883 | -21.6% | 0.01% | -31.6% |
| Q1 2020 | $849,000 | -31.5% | 11,327 | -3.3% | 0.02% | -5.0% |
| Q4 2019 | $1,240,000 | +7.2% | 11,712 | +0.3% | 0.02% | -51.2% |
| Q3 2019 | $1,157,000 | +2.0% | 11,674 | +0.0% | 0.04% | -2.4% |
| Q2 2019 | $1,134,000 | +2.7% | 11,670 | +0.0% | 0.04% | -6.7% |
| Q1 2019 | $1,104,000 | +163.5% | 11,666 | +135.7% | 0.04% | +104.5% |
| Q4 2018 | $419,000 | -13.4% | 4,949 | -1.9% | 0.02% | 0.0% |
| Q3 2018 | $484,000 | +2.3% | 5,044 | -2.9% | 0.02% | -15.4% |
| Q2 2018 | $473,000 | +4.4% | 5,192 | +0.0% | 0.03% | -7.1% |
| Q1 2018 | $453,000 | -6.0% | 5,190 | +0.1% | 0.03% | -3.4% |
| Q4 2017 | $482,000 | -47.9% | 5,185 | -50.0% | 0.03% | -25.6% |
| Q3 2017 | $925,000 | – | 10,370 | – | 0.04% | – |
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% |