WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 180 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $2,570,270 | +0.2% | 36,287 | +0.0% | 0.00% | 0.0% |
Q1 2024 | $2,566,181 | +8.2% | 36,286 | 0.0% | 0.00% | -25.0% |
Q4 2023 | $2,372,366 | +11.2% | 36,286 | +2.4% | 0.00% | +33.3% |
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 ↓ |
---|---|---|---|
Connecticut Wealth Management, LLC | 405,884 | $42,849,000 | 4.72% |
Kendall Capital Management | 12,840 | $1,356,000 | 1.07% |
EPIQ PARTNERS, LLC | 7,750 | $818,000 | 0.83% |
LCNB CORP | 11,499 | $1,214,000 | 0.74% |
SONATA CAPITAL GROUP INC | 9,320 | $984,000 | 0.59% |
MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $434,000 | 0.43% |
Clearwater Capital Advisors, LLC | 19,649 | $2,074,000 | 0.35% |
Gradient Capital Advisors, LLC | 4,588 | $484,000 | 0.34% |
CUTLER INVESTMENT COUNSEL LLC | 14,981 | $1,582,000 | 0.32% |
JFS WEALTH ADVISORS, LLC | 11,330 | $1,196,000 | 0.30% |