WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 97 filers reported holding WISDOMTREE TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $50,000 | +4.2% | 538 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $48,000 | +14.3% | 535 | +0.8% | 0.01% | -12.5% |
| Q1 2020 | $42,000 | -62.2% | 531 | -49.6% | 0.01% | -57.9% |
| Q4 2019 | $111,000 | +6.7% | 1,054 | +0.4% | 0.02% | -5.0% |
| Q3 2019 | $104,000 | +3.0% | 1,050 | +0.4% | 0.02% | -4.8% |
| Q2 2019 | $101,000 | +3.1% | 1,046 | +0.3% | 0.02% | +5.0% |
| Q1 2019 | $98,000 | +11.4% | 1,043 | +0.3% | 0.02% | -4.8% |
| Q4 2018 | $88,000 | -12.0% | 1,040 | +0.4% | 0.02% | +10.5% |
| Q3 2018 | $100,000 | +6.4% | 1,036 | +0.4% | 0.02% | 0.0% |
| Q2 2018 | $94,000 | – | 1,032 | – | 0.02% | – |
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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% |