WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 124 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $41,000 | 0.0% | 350 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 348 | +0.6% | 0.01% | -16.7% |
| Q1 2021 | $39,000 | +8.3% | 346 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | +12.5% | 344 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 341 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 339 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -25.7% | 336 | +0.6% | 0.01% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 334 | +0.9% | 0.01% | -14.3% |
| Q3 2019 | $33,000 | +3.1% | 331 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 329 | +0.6% | 0.01% | -12.5% |
| Q1 2019 | $31,000 | +14.8% | 327 | +0.6% | 0.01% | +14.3% |
| Q4 2018 | $27,000 | -12.9% | 325 | +0.9% | 0.01% | -12.5% |
| Q3 2018 | $31,000 | +6.9% | 322 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $29,000 | +3.6% | 320 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $28,000 | -6.7% | 318 | +0.6% | 0.01% | -20.0% |
| Q4 2017 | $30,000 | – | 316 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 405,884 | $42,849,000 | 4.72% |
| Kendall Capital Management | 12,840 | $1,356,000 | 1.07% |
| EPIQ PARTNERS, LLC | 7,750 | $818,000 | 0.83% |
| LCNB CORP | 11,499 | $1,214,000 | 0.74% |
| SONATA CAPITAL GROUP INC | 9,320 | $984,000 | 0.59% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $434,000 | 0.43% |
| Clearwater Capital Advisors, LLC | 19,649 | $2,074,000 | 0.35% |
| Gradient Capital Advisors, LLC | 4,588 | $484,000 | 0.34% |
| CUTLER INVESTMENT COUNSEL LLC | 14,981 | $1,582,000 | 0.32% |
| JFS WEALTH ADVISORS, LLC | 11,330 | $1,196,000 | 0.30% |