WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 78 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $17,141 | -6.1% | 242 | -6.2% | 0.00% | 0.0% |
| Q1 2024 | $18,246 | +9.8% | 258 | +0.8% | 0.00% | 0.0% |
| Q4 2023 | $16,614 | +40.5% | 256 | +28.0% | 0.00% | 0.0% |
| Q3 2023 | $11,826 | -4.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $12,418 | +3.9% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $11,952 | -1.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12,130 | +1.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | -47.8% | 200 | -14.9% | 0.00% | -75.0% |
| Q3 2019 | $23,000 | -25.8% | 235 | -27.2% | 0.00% | -33.3% |
| Q2 2019 | $31,000 | 0.0% | 323 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $31,000 | +29.2% | 323 | +14.1% | 0.01% | +16.7% |
| Q4 2018 | $24,000 | -44.2% | 283 | -36.4% | 0.01% | -40.0% |
| Q3 2018 | $43,000 | 0.0% | 445 | -6.7% | 0.01% | -9.1% |
| Q2 2018 | $43,000 | 0.0% | 477 | 0.0% | 0.01% | -8.3% |
| Q1 2018 | $43,000 | -10.4% | 477 | -6.7% | 0.01% | -7.7% |
| Q4 2017 | $48,000 | -28.4% | 511 | -32.9% | 0.01% | -53.6% |
| Q3 2017 | $67,000 | +13.6% | 761 | +9.7% | 0.03% | 0.0% |
| Q2 2017 | $59,000 | +1.7% | 694 | 0.0% | 0.03% | -12.5% |
| Q1 2017 | $58,000 | +3.6% | 694 | 0.0% | 0.03% | -15.8% |
| Q4 2016 | $56,000 | – | 694 | – | 0.04% | – |
Download | ||||||
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% |