WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 173 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $24,791 | +0.2% | 350 | 0.0% | 0.01% | 0.0% |
| Q1 2024 | $24,752 | +8.2% | 350 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $22,883 | +8.7% | 350 | 0.0% | 0.01% | -16.7% |
| 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% | – |
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% |