WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,059 | -9.8% | 350 | -6.9% | 0.01% | 0.0% |
| Q2 2023 | $23,346 | +2.5% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,782 | -37.0% | 376 | -36.9% | 0.01% | -45.5% |
| Q4 2022 | $36,147 | +13.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 596 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $38,000 | -2.6% | 596 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $39,000 | +11.4% | 596 | +100.0% | 0.01% | +8.3% |
| Q3 2021 | $35,000 | -2.8% | 298 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $36,000 | -29.4% | 298 | -33.8% | 0.01% | -31.6% |
| Q1 2021 | $51,000 | +6.2% | 450 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $48,000 | +37.1% | 450 | +21.0% | 0.02% | +25.0% |
| Q3 2020 | $35,000 | +2.9% | 372 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $34,000 | +13.3% | 372 | 0.0% | 0.02% | -20.0% |
| Q1 2020 | $30,000 | – | 372 | – | 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% |