WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,523,414 | -20.1% | 25,318 | -17.6% | 0.21% | -23.0% |
| Q2 2023 | $1,907,569 | -15.1% | 30,723 | -18.3% | 0.27% | -24.1% |
| Q1 2023 | $2,247,173 | -0.9% | 37,584 | +0.5% | 0.36% | -18.5% |
| Q4 2022 | $2,268,135 | +23.1% | 37,397 | +10.1% | 0.44% | +13.9% |
| Q3 2022 | $1,842,000 | -1.8% | 33,954 | +4.8% | 0.39% | -2.0% |
| Q2 2022 | $1,876,000 | +2.6% | 32,392 | +15.8% | 0.40% | +18.5% |
| Q1 2022 | $1,829,000 | +85.1% | 27,972 | +82.2% | 0.34% | +109.4% |
| Q4 2021 | $988,000 | +30.7% | 15,355 | +143.0% | 0.16% | +17.6% |
| Q3 2021 | $756,000 | 0.0% | 6,319 | 0.0% | 0.14% | 0.0% |
| Q2 2021 | $756,000 | +127.0% | 6,319 | +114.4% | 0.14% | +106.1% |
| Q1 2021 | $333,000 | +63.2% | 2,947 | +52.6% | 0.07% | +214.3% |
| Q4 2019 | $204,000 | -99.8% | 1,931 | +33.3% | 0.02% | -85.4% |
| Q4 2016 | $117,745,000 | – | 1,449 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 37,314 | $4,381,000 | 4.00% |
| Connecticut Wealth Management, LLC | 272,986 | $32,054,000 | 2.80% |
| Kendall Capital Management | 10,940 | $1,285,000 | 0.70% |
| Capital Advisory Group Advisory Services, LLC | 14,558 | $1,709,000 | 0.62% |
| Certified Advisory Corp | 19,513 | $2,291,000 | 0.56% |
| LCNB CORP | 9,019 | $1,059,000 | 0.54% |
| SONATA CAPITAL GROUP INC | 9,320 | $1,094,000 | 0.49% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $488,000 | 0.24% |
| Gradient Capital Advisors, LLC | 3,843 | $451,000 | 0.21% |
| Blue Barn Wealth, LLC | 2,002 | $235,000 | 0.21% |