WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 114 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,330,745 | -8.8% | 22,116 | -5.9% | 0.02% | -6.2% |
| Q2 2023 | $1,459,689 | +10022.7% | 23,509 | +9777.7% | 0.02% | – |
| Q1 2023 | $14,420 | +102900.0% | 238 | 0.0% | 0.00% | – |
| Q4 2022 | $14 | -100.0% | 238 | -90.5% | 0.00% | -100.0% |
| Q4 2019 | $263,000 | -97.9% | 2,496 | +1621.4% | 0.01% | +400.0% |
| Q2 2017 | $12,283,000 | – | 145 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 289,537 | $30,358,000 | 3.22% |
| Truadvice, LLC | 35,299 | $3,710,000 | 1.13% |
| Kendall Capital Management | 12,840 | $1,346,000 | 0.98% |
| LCNB CORP | 10,219 | $1,071,000 | 0.61% |
| SONATA CAPITAL GROUP INC | 11,320 | $1,187,000 | 0.59% |
| Capital Advisory Group Advisory Services, LLC | 10,215 | $1,071,000 | 0.45% |
| CUTLER INVESTMENT COUNSEL LLC | 19,761 | $2,072,000 | 0.38% |
| EPIQ PARTNERS, LLC | 3,950 | $414,000 | 0.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 26,166 | $2,744,000 | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11,605 | $1,217,000 | 0.26% |