WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 102 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,848 | -3.1% | 3,787 | 0.0% | 0.03% | -8.6% |
| Q2 2023 | $235,118 | +2.5% | 3,787 | 0.0% | 0.04% | +2.9% |
| Q1 2023 | $229,438 | -0.1% | 3,787 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $229,666 | +12.0% | 3,787 | +0.0% | 0.04% | +12.9% |
| Q3 2022 | $205,000 | -6.4% | 3,786 | 0.0% | 0.03% | -3.1% |
| Q2 2022 | $219,000 | -9.1% | 3,786 | 0.0% | 0.03% | -5.9% |
| Q1 2022 | $241,000 | -1.6% | 3,786 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $245,000 | +10.4% | 3,786 | +100.0% | 0.04% | +9.4% |
| Q3 2021 | $222,000 | -0.9% | 1,893 | 0.0% | 0.03% | -3.0% |
| Q2 2021 | $224,000 | +4.7% | 1,893 | 0.0% | 0.03% | -5.7% |
| Q1 2021 | $214,000 | +8.1% | 1,893 | 0.0% | 0.04% | +6.1% |
| Q4 2020 | $198,000 | +11.9% | 1,893 | 0.0% | 0.03% | +10.0% |
| Q3 2020 | $177,000 | +4.1% | 1,893 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $170,000 | +14.9% | 1,893 | 0.0% | 0.03% | -3.1% |
| Q1 2020 | $148,000 | -25.6% | 1,893 | 0.0% | 0.03% | +3.2% |
| Q4 2019 | $199,000 | +8.7% | 1,893 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $183,000 | -99.9% | 1,893 | 0.0% | 0.03% | +19.2% |
| Q3 2018 | $181,839,000 | – | 1,893 | – | 0.03% | – |
Download | ||||||
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% |