WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 72 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,159,493 | -5.2% | 16,370 | -5.3% | 0.01% | -11.1% |
| Q1 2024 | $1,222,983 | -11.5% | 17,293 | -18.2% | 0.01% | -18.2% |
| Q4 2023 | $1,381,441 | +2.9% | 21,129 | -5.3% | 0.01% | -8.3% |
| Q3 2023 | $1,342,833 | +1.1% | 22,317 | +5.2% | 0.01% | 0.0% |
| Q2 2023 | $1,328,257 | +29.4% | 21,210 | +25.2% | 0.01% | +20.0% |
| Q1 2023 | $1,026,189 | +389.4% | 16,937 | -13.2% | 0.01% | -9.1% |
| Q4 2022 | $209,671 | -81.2% | 19,505 | -5.1% | 0.01% | -15.4% |
| Q3 2022 | $1,115,000 | -17.3% | 20,553 | -11.7% | 0.01% | +8.3% |
| Q2 2022 | $1,349,000 | -13.1% | 23,289 | -3.1% | 0.01% | 0.0% |
| Q1 2022 | $1,552,000 | +35.9% | 24,041 | +36.3% | 0.01% | +33.3% |
| Q4 2021 | $1,142,000 | +5.3% | 17,641 | +90.8% | 0.01% | +28.6% |
| Q3 2021 | $1,085,000 | +1.8% | 9,244 | +2.8% | 0.01% | -22.2% |
| Q2 2021 | $1,066,000 | +32.9% | 8,993 | +26.7% | 0.01% | +12.5% |
| Q1 2021 | $802,000 | -23.0% | 7,097 | -28.5% | 0.01% | -27.3% |
| Q4 2020 | $1,041,000 | +1.9% | 9,929 | -8.7% | 0.01% | -15.4% |
| Q3 2020 | $1,022,000 | +19.5% | 10,877 | +14.7% | 0.01% | +8.3% |
| Q2 2020 | $855,000 | +3.1% | 9,485 | -10.4% | 0.01% | -20.0% |
| Q1 2020 | $829,000 | -24.4% | 10,581 | +1.9% | 0.02% | -11.8% |
| Q4 2019 | $1,096,000 | +20.0% | 10,380 | +12.7% | 0.02% | +21.4% |
| Q3 2019 | $913,000 | +13.6% | 9,214 | +11.4% | 0.01% | -6.7% |
| Q2 2019 | $804,000 | +27.6% | 8,270 | +24.3% | 0.02% | +25.0% |
| Q1 2019 | $630,000 | +10.7% | 6,653 | -1.1% | 0.01% | -14.3% |
| Q4 2018 | $569,000 | +52.1% | 6,727 | +72.9% | 0.01% | +75.0% |
| Q3 2018 | $374,000 | +16.5% | 3,890 | +7.9% | 0.01% | -38.5% |
| Q1 2018 | $321,000 | -6.1% | 3,604 | -6.7% | 0.01% | +62.5% |
| Q3 2017 | $342,000 | +15.9% | 3,862 | +10.7% | 0.01% | 0.0% |
| Q2 2017 | $295,000 | +15.2% | 3,488 | +14.1% | 0.01% | +14.3% |
| Q1 2017 | $256,000 | -2.7% | 3,056 | -5.1% | 0.01% | -22.2% |
| Q4 2016 | $263,000 | +5.6% | 3,220 | 0.0% | 0.01% | -10.0% |
| Q3 2016 | $249,000 | +0.8% | 3,220 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $247,000 | +3.3% | 3,220 | 0.0% | 0.01% | -16.7% |
| Q1 2016 | $239,000 | +16.6% | 3,220 | +12.7% | 0.01% | +20.0% |
| Q4 2015 | $205,000 | -22.3% | 2,858 | -26.5% | 0.01% | -33.3% |
| Q3 2015 | $264,000 | -26.3% | 3,886 | -20.5% | 0.02% | -11.8% |
| Q2 2015 | $358,000 | +550.9% | 4,890 | +530.2% | 0.02% | +325.0% |
| Q3 2014 | $55,000 | – | 776 | – | 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% |