WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 173 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $419,603 | +0.2% | 5,924 | 0.0% | 0.00% | 0.0% |
Q1 2024 | $418,793 | +8.0% | 5,924 | 0.0% | 0.00% | 0.0% |
Q4 2023 | $387,703 | +49.0% | 5,924 | +37.0% | 0.00% | 0.0% |
Q3 2023 | $260,175 | -29.2% | 4,324 | -27.0% | 0.00% | 0.0% |
Q2 2023 | $367,477 | +2.6% | 5,924 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $357,991 | -0.3% | 5,924 | 0.0% | 0.00% | -50.0% |
Q4 2022 | $359,121 | +15.5% | 5,924 | +3.5% | 0.00% | -50.0% |
Q3 2022 | $311,000 | -6.3% | 5,724 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $332,000 | – | 5,724 | – | 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% |