WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 90 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $720,000 | -18.3% | 6,803 | -23.3% | 0.01% | -28.6% |
Q3 2019 | $881,000 | -1.3% | 8,870 | -3.3% | 0.01% | 0.0% |
Q2 2019 | $893,000 | +1.4% | 9,177 | -1.2% | 0.01% | 0.0% |
Q1 2019 | $881,000 | +10.1% | 9,287 | -1.4% | 0.01% | -12.5% |
Q4 2018 | $800,000 | -5.0% | 9,422 | +7.6% | 0.01% | 0.0% |
Q3 2018 | $842,000 | +39.9% | 8,760 | +32.7% | 0.01% | 0.0% |
Q2 2018 | $602,000 | +0.8% | 6,602 | -1.5% | 0.01% | 0.0% |
Q1 2018 | $597,000 | -10.2% | 6,700 | -6.4% | 0.01% | -11.1% |
Q4 2017 | $665,000 | +14.1% | 7,159 | +7.8% | 0.01% | 0.0% |
Q3 2017 | $583,000 | +20.2% | 6,638 | +16.5% | 0.01% | 0.0% |
Q2 2017 | $485,000 | +95.6% | 5,698 | +92.4% | 0.01% | +80.0% |
Q1 2017 | $248,000 | +463.6% | 2,961 | +449.4% | 0.01% | +400.0% |
Q4 2016 | $44,000 | -50.6% | 539 | -52.5% | 0.00% | -50.0% |
Q3 2016 | $89,000 | -61.1% | 1,134 | -62.3% | 0.00% | -66.7% |
Q2 2016 | $229,000 | – | 3,011 | – | 0.01% | – |
Download |
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% |