WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 115 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,711,000 | +0.6% | 49,967 | +8.8% | 0.12% | +1.8% |
| Q2 2022 | $2,695,000 | -5.0% | 45,943 | +4.5% | 0.11% | +4.6% |
| Q1 2022 | $2,837,000 | +194.0% | 43,953 | +195.8% | 0.11% | +142.2% |
| Q4 2021 | $965,000 | -61.6% | 14,857 | -30.6% | 0.04% | -63.4% |
| Q3 2021 | $2,515,000 | +3.2% | 21,422 | +4.1% | 0.12% | +10.8% |
| Q2 2021 | $2,438,000 | +12.1% | 20,574 | +7.0% | 0.11% | -1.8% |
| Q1 2021 | $2,174,000 | +9.2% | 19,229 | +1.3% | 0.11% | +6.6% |
| Q4 2020 | $1,991,000 | +14.4% | 18,985 | +2.4% | 0.11% | -26.4% |
| Q3 2020 | $1,741,000 | +9.3% | 18,534 | +5.1% | 0.14% | -2.0% |
| Q2 2020 | $1,593,000 | +29.7% | 17,633 | +7.6% | 0.15% | +32.4% |
| Q1 2020 | $1,228,000 | -34.6% | 16,385 | -7.9% | 0.11% | -17.8% |
| Q4 2019 | $1,877,000 | +12.8% | 17,784 | +4.5% | 0.14% | +7.1% |
| Q3 2019 | $1,664,000 | +4.0% | 17,023 | +3.7% | 0.13% | +5.0% |
| Q2 2019 | $1,600,000 | +4.7% | 16,417 | +2.5% | 0.12% | -7.0% |
| Q1 2019 | $1,528,000 | +9.3% | 16,014 | +0.4% | 0.13% | +4.0% |
| Q4 2018 | $1,398,000 | -15.3% | 15,957 | -7.4% | 0.12% | -40.1% |
| Q3 2018 | $1,651,000 | +81.4% | 17,224 | +68.6% | 0.21% | +269.6% |
| Q1 2018 | $910,000 | -39.7% | 10,218 | -40.6% | 0.06% | -77.1% |
| Q3 2017 | $1,509,000 | +0.5% | 17,199 | -2.6% | 0.24% | +14.0% |
| Q2 2017 | $1,502,000 | +1.8% | 17,658 | -44.4% | 0.22% | +19.4% |
| Q1 2017 | $1,475,000 | +79.4% | 31,786 | +214.2% | 0.18% | +35.3% |
| Q4 2016 | $822,000 | – | 10,117 | – | 0.13% | – |
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% |