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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $357 | -99.9% | 5,880 | 0.0% | 0.16% | +5.2% |
| Q3 2022 | $319,000 | -6.5% | 5,880 | 0.0% | 0.15% | +3.4% |
| Q2 2022 | $341,000 | -10.3% | 5,880 | 0.0% | 0.15% | +1.4% |
| Q1 2022 | $380,000 | -0.3% | 5,880 | 0.0% | 0.15% | +10.6% |
| Q4 2021 | $381,000 | +10.4% | 5,880 | +100.0% | 0.13% | -7.7% |
| Q3 2021 | $345,000 | -0.9% | 2,940 | 0.0% | 0.14% | +1.4% |
| Q2 2021 | $348,000 | +4.8% | 2,940 | 0.0% | 0.14% | -5.4% |
| Q1 2021 | $332,000 | +7.8% | 2,940 | 0.0% | 0.15% | +3.5% |
| Q4 2020 | $308,000 | +11.6% | 2,940 | 0.0% | 0.14% | -3.4% |
| Q3 2020 | $276,000 | +4.2% | 2,940 | 0.0% | 0.15% | -2.6% |
| Q2 2020 | $265,000 | +15.2% | 2,940 | 0.0% | 0.15% | -10.5% |
| Q1 2020 | $230,000 | -25.8% | 2,940 | 0.0% | 0.17% | -3.9% |
| Q4 2019 | $310,000 | +6.5% | 2,940 | 0.0% | 0.18% | -4.8% |
| Q3 2019 | $291,000 | +1.7% | 2,940 | 0.0% | 0.19% | +1.6% |
| Q2 2019 | $286,000 | +2.9% | 2,940 | 0.0% | 0.18% | -2.1% |
| Q1 2019 | $278,000 | +11.6% | 2,940 | 0.0% | 0.19% | -6.9% |
| Q4 2018 | $249,000 | – | 2,940 | – | 0.20% | – |
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% |