WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 123 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $325,823 | +0.2% | 4,600 | 0.0% | 0.22% | +2.3% |
| Q1 2024 | $325,312 | +8.2% | 4,600 | 0.0% | 0.22% | 0.0% |
| Q4 2023 | $300,748 | +8.7% | 4,600 | 0.0% | 0.22% | +3.3% |
| Q3 2023 | $276,782 | -3.1% | 4,600 | 0.0% | 0.21% | +7.7% |
| Q2 2023 | $285,614 | +2.5% | 4,600 | 0.0% | 0.19% | +1.0% |
| Q1 2023 | $278,714 | -13.3% | 4,600 | -13.2% | 0.19% | -10.3% |
| Q4 2022 | $321,445 | -8.9% | 5,300 | -18.5% | 0.21% | -1.8% |
| Q3 2022 | $353,000 | -6.1% | 6,500 | 0.0% | 0.22% | -5.2% |
| Q2 2022 | $376,000 | -11.7% | 6,500 | -1.5% | 0.23% | +0.4% |
| Q1 2022 | $426,000 | -0.2% | 6,600 | 0.0% | 0.23% | +0.4% |
| Q4 2021 | $427,000 | +34.7% | 6,600 | +144.4% | 0.23% | +56.2% |
| Q3 2021 | $317,000 | -29.6% | 2,700 | -28.9% | 0.15% | -35.1% |
| Q2 2021 | $450,000 | +0.7% | 3,800 | -3.8% | 0.22% | -12.1% |
| Q1 2021 | $447,000 | +8.0% | 3,950 | 0.0% | 0.26% | -11.1% |
| Q4 2020 | $414,000 | +9.5% | 3,950 | 0.0% | 0.29% | +1.1% |
| Q3 2020 | $378,000 | -7.8% | 3,950 | -13.2% | 0.28% | -23.8% |
| Q2 2020 | $410,000 | -8.9% | 4,550 | -20.9% | 0.37% | -24.9% |
| Q1 2020 | $450,000 | -45.0% | 5,750 | -25.8% | 0.50% | -40.1% |
| Q4 2019 | $818,000 | – | 7,750 | – | 0.83% | – |
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% |