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 2023 | $330,815 | -4.0% | 5,498 | -0.9% | 0.03% | -5.6% |
| Q2 2023 | $344,475 | -16.1% | 5,548 | -18.2% | 0.04% | +63.6% |
| Q1 2023 | $410,800 | -33.1% | 6,780 | -33.1% | 0.02% | -40.5% |
| Q4 2022 | $614,263 | +11.7% | 10,128 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $550,000 | -6.1% | 10,128 | 0.0% | 0.04% | -5.1% |
| Q2 2022 | $586,000 | +16.7% | 10,128 | +30.4% | 0.04% | +30.0% |
| Q1 2022 | $502,000 | -1.2% | 7,764 | -1.0% | 0.03% | -6.2% |
| Q4 2021 | $508,000 | +8.1% | 7,842 | +96.0% | 0.03% | 0.0% |
| Q3 2021 | $470,000 | -0.8% | 4,001 | 0.0% | 0.03% | -5.9% |
| Q2 2021 | $474,000 | +4.9% | 4,001 | 0.0% | 0.03% | -12.8% |
| Q1 2021 | $452,000 | +4.6% | 4,001 | -2.9% | 0.04% | 0.0% |
| Q4 2020 | $432,000 | -40.5% | 4,119 | -51.2% | 0.04% | -20.4% |
| Q3 2020 | $726,000 | +91.1% | 8,438 | +100.0% | 0.05% | 0.0% |
| Q2 2020 | $380,000 | +15.2% | 4,219 | 0.0% | 0.05% | -15.5% |
| Q1 2020 | $330,000 | -25.8% | 4,219 | 0.0% | 0.06% | +3.6% |
| Q4 2019 | $445,000 | +6.2% | 4,219 | -0.2% | 0.06% | -17.6% |
| Q3 2019 | $419,000 | +0.5% | 4,229 | -1.4% | 0.07% | -17.1% |
| Q2 2019 | $417,000 | +14.9% | 4,291 | 0.0% | 0.08% | -10.9% |
| Q4 2018 | $363,000 | -11.9% | 4,291 | 0.0% | 0.09% | +41.5% |
| Q3 2018 | $412,000 | +28.0% | 4,291 | +21.3% | 0.06% | -27.8% |
| Q2 2018 | $322,000 | +3.5% | 3,537 | +1.3% | 0.09% | -1.1% |
| Q1 2018 | $311,000 | -22.1% | 3,492 | -18.5% | 0.09% | +4.6% |
| Q4 2017 | $399,000 | +29.1% | 4,287 | +21.7% | 0.09% | +20.8% |
| Q3 2017 | $309,000 | – | 3,524 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 37,314 | $4,381,000 | 4.00% |
| Connecticut Wealth Management, LLC | 272,986 | $32,054,000 | 2.80% |
| Kendall Capital Management | 10,940 | $1,285,000 | 0.70% |
| Capital Advisory Group Advisory Services, LLC | 14,558 | $1,709,000 | 0.62% |
| Certified Advisory Corp | 19,513 | $2,291,000 | 0.56% |
| LCNB CORP | 9,019 | $1,059,000 | 0.54% |
| SONATA CAPITAL GROUP INC | 9,320 | $1,094,000 | 0.49% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $488,000 | 0.24% |
| Gradient Capital Advisors, LLC | 3,843 | $451,000 | 0.21% |
| Blue Barn Wealth, LLC | 2,002 | $235,000 | 0.21% |