WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 84 filers reported holding WISDOMTREE TR in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $289,000 | -6.8% | 3,245 | -2.6% | 0.08% | -15.2% |
| Q4 2017 | $310,000 | -1.9% | 3,333 | -7.6% | 0.09% | -9.8% |
| Q3 2017 | $316,000 | +0.3% | 3,606 | -2.5% | 0.10% | -6.4% |
| Q2 2017 | $315,000 | -4.3% | 3,698 | -5.6% | 0.11% | -9.9% |
| Q1 2017 | $329,000 | -10.8% | 3,919 | -13.7% | 0.12% | -17.7% |
| Q4 2016 | $369,000 | +1.4% | 4,540 | -2.7% | 0.15% | -1.3% |
| Q3 2016 | $364,000 | -11.9% | 4,665 | -13.3% | 0.15% | -19.0% |
| Q2 2016 | $413,000 | +2.7% | 5,382 | -0.6% | 0.18% | -2.6% |
| Q1 2016 | $402,000 | -23.1% | 5,416 | -25.8% | 0.19% | -36.1% |
| Q4 2015 | $523,000 | -46.2% | 7,295 | -49.1% | 0.30% | -52.9% |
| Q3 2015 | $973,000 | -32.0% | 14,336 | -25.2% | 0.63% | -21.0% |
| Q2 2015 | $1,430,000 | -9.7% | 19,174 | -10.1% | 0.80% | -13.6% |
| Q1 2015 | $1,583,000 | – | 21,323 | – | 0.92% | – |
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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% |