Tortoise Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 89 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$18,051
-3.1%
3000.0%0.00%0.0%
Q2 2023$18,627
+2.5%
3000.0%0.00%0.0%
Q1 2023$18,177
-0.1%
3000.0%0.00%0.0%
Q4 2022$18,195
+13.7%
3000.0%0.00%0.0%
Q3 2022$16,000
-5.9%
3000.0%0.00%0.0%
Q2 2022$17,000
-10.5%
3000.0%0.00%
-25.0%
Q1 2022$19,0000.0%3000.0%0.00%0.0%
Q4 2021$19,000
+5.6%
300
+100.0%
0.00%0.0%
Q3 2021$18,0000.0%1500.0%0.00%0.0%
Q2 2021$18,000
+5.9%
1500.0%0.00%0.0%
Q1 2021$17,000
+6.2%
1500.0%0.00%0.0%
Q4 2020$16,000
+14.3%
1500.0%0.00%
+33.3%
Q3 2020$14,0000.0%1500.0%0.00%
-25.0%
Q2 2020$14,000
+16.7%
1500.0%0.00%
+33.3%
Q1 2020$12,000
-25.0%
1500.0%0.00%
-25.0%
Q4 2019$16,000
+6.7%
1500.0%0.00%0.0%
Q3 2019$15,0000.0%1500.0%0.00%0.0%
Q2 2019$15,000
+7.1%
1500.0%0.00%0.0%
Q1 2019$14,000
+7.7%
1500.0%0.00%0.0%
Q4 2018$13,000
-7.1%
1500.0%0.00%0.0%
Q3 2018$14,0000.0%1500.0%0.00%0.0%
Q2 2018$14,000
+7.7%
1500.0%0.00%0.0%
Q1 2018$13,000
-7.1%
1500.0%0.00%0.0%
Q4 2017$14,000
+7.7%
1500.0%0.00%0.0%
Q3 2017$13,0000.0%1500.0%0.00%0.0%
Q2 2017$13,0000.0%1500.0%0.00%0.0%
Q1 2017$13,000
+8.3%
1500.0%0.00%0.0%
Q4 2016$12,0000.0%1500.0%0.00%0.0%
Q3 2016$12,0000.0%1500.0%0.00%0.0%
Q2 2016$12,000
+9.1%
1500.0%0.00%0.0%
Q1 2016$11,0000.0%1500.0%0.00%0.0%
Q4 2015$11,000
+10.0%
1500.0%0.00%0.0%
Q3 2015$10,000
-9.1%
1500.0%0.00%0.0%
Q2 2015$11,0001500.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
NameSharesValueWeighting ↓
JD Financial Services Inc. 37,314$4,381,0004.00%
Connecticut Wealth Management, LLC 272,986$32,054,0002.80%
Kendall Capital Management 10,940$1,285,0000.70%
Capital Advisory Group Advisory Services, LLC 14,558$1,709,0000.62%
Certified Advisory Corp 19,513$2,291,0000.56%
LCNB CORP 9,019$1,059,0000.54%
SONATA CAPITAL GROUP INC 9,320$1,094,0000.49%
MOSELEY INVESTMENT MANAGEMENT INC 4,110$488,0000.24%
Gradient Capital Advisors, LLC 3,843$451,0000.21%
Blue Barn Wealth, LLC 2,002$235,0000.21%
View complete list of WISDOMTREE TR shareholders