WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 124 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $689,020 | -25.9% | 11,451 | -23.5% | 0.01% | -26.7% |
Q2 2023 | $929,408 | -2.7% | 14,969 | -5.1% | 0.02% | -6.2% |
Q1 2023 | $955,658 | -3.8% | 15,773 | -3.7% | 0.02% | -11.1% |
Q4 2022 | $993,266 | +10.2% | 16,377 | -1.3% | 0.02% | -25.0% |
Q3 2022 | $901,000 | -10.2% | 16,598 | -4.2% | 0.02% | +4.3% |
Q2 2022 | $1,003,000 | -12.4% | 17,328 | -2.3% | 0.02% | 0.0% |
Q1 2022 | $1,145,000 | -20.3% | 17,742 | -20.1% | 0.02% | -20.7% |
Q4 2021 | $1,437,000 | +8.5% | 22,193 | +96.7% | 0.03% | +11.5% |
Q3 2021 | $1,325,000 | +10.4% | 11,284 | +11.4% | 0.03% | -7.1% |
Q2 2021 | $1,200,000 | +14.0% | 10,131 | +8.8% | 0.03% | -3.4% |
Q1 2021 | $1,053,000 | +28.1% | 9,311 | +18.7% | 0.03% | +11.5% |
Q4 2020 | $822,000 | +60.5% | 7,843 | +43.9% | 0.03% | +36.8% |
Q3 2020 | $512,000 | +14.3% | 5,450 | +9.7% | 0.02% | 0.0% |
Q2 2020 | $448,000 | +35.3% | 4,968 | +17.6% | 0.02% | +5.6% |
Q1 2020 | $331,000 | -30.9% | 4,224 | -6.8% | 0.02% | -10.0% |
Q4 2019 | $479,000 | +17.1% | 4,534 | -24.9% | 0.02% | -48.7% |
Q3 2015 | $409,000 | -6.0% | 6,041 | +1.3% | 0.04% | +5.4% |
Q2 2015 | $435,000 | -17.9% | 5,964 | -16.2% | 0.04% | -24.5% |
Q1 2015 | $530,000 | +66.1% | 7,118 | +66.1% | 0.05% | +58.1% |
Q4 2014 | $319,000 | +4.2% | 4,285 | 0.0% | 0.03% | +34.8% |
Q3 2014 | $306,000 | -0.3% | 4,285 | 0.0% | 0.02% | -32.4% |
Q2 2014 | $307,000 | +2.7% | 4,285 | -2.1% | 0.03% | -17.1% |
Q1 2014 | $299,000 | +31.7% | 4,379 | +30.1% | 0.04% | +20.6% |
Q4 2013 | $227,000 | +8.6% | 3,367 | 0.0% | 0.03% | -8.1% |
Q3 2013 | $209,000 | +3.5% | 3,367 | 0.0% | 0.04% | -11.9% |
Q2 2013 | $202,000 | – | 3,367 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
LCNB CORP | 12,744 | $1,035,000 | 1.02% |
Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |