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 | $2,132,469 | -3.1% | 35,441 | -0.0% | 0.00% | 0.0% |
| Q2 2023 | $2,200,769 | +1.8% | 35,445 | -0.7% | 0.00% | 0.0% |
| Q1 2023 | $2,161,970 | -0.5% | 35,682 | -0.4% | 0.00% | 0.0% |
| Q4 2022 | $2,172,209 | +17.0% | 35,815 | +4.7% | 0.00% | 0.0% |
| Q3 2022 | $1,856,000 | -10.6% | 34,204 | -4.6% | 0.00% | 0.0% |
| Q2 2022 | $2,077,000 | -40.4% | 35,869 | -33.6% | 0.00% | -40.0% |
| Q1 2022 | $3,485,000 | -0.2% | 53,987 | +0.1% | 0.01% | -16.7% |
| Q4 2021 | $3,491,000 | +10.0% | 53,924 | +99.5% | 0.01% | 0.0% |
| Q3 2021 | $3,173,000 | +43.9% | 27,024 | +45.2% | 0.01% | +50.0% |
| Q2 2021 | $2,205,000 | -24.7% | 18,612 | -28.2% | 0.00% | -33.3% |
| Q1 2021 | $2,930,000 | -0.1% | 25,917 | -7.4% | 0.01% | 0.0% |
| Q4 2020 | $2,934,000 | +9.8% | 27,985 | -1.6% | 0.01% | -14.3% |
| Q3 2020 | $2,672,000 | -15.4% | 28,438 | -18.9% | 0.01% | -22.2% |
| Q2 2020 | $3,159,000 | +31.4% | 35,058 | +14.2% | 0.01% | 0.0% |
| Q1 2020 | $2,404,000 | +881.2% | 30,696 | +1220.3% | 0.01% | +800.0% |
| Q4 2019 | $245,000 | +24400.0% | 2,325 | +23150.0% | 0.00% | – |
| Q1 2017 | $1,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q4 2016 | $1,000 | -91.7% | 10 | -94.0% | 0.00% | – |
| Q1 2015 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q4 2014 | $12,000 | 0.0% | 167 | 0.0% | 0.00% | – |
| Q3 2014 | $12,000 | -14.3% | 167 | -16.5% | 0.00% | – |
| Q1 2014 | $14,000 | +7.7% | 200 | 0.0% | 0.00% | – |
| Q4 2013 | $13,000 | -48.0% | 200 | -51.3% | 0.00% | – |
| Q3 2013 | $25,000 | 0.0% | 411 | +0.2% | 0.00% | -100.0% |
| Q2 2013 | $25,000 | – | 410 | – | 0.00% | – |
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% |