WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 129 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $312,795 | +8.2% | 4,423 | 0.0% | 0.06% | -3.1% |
| Q4 2023 | $289,176 | +20.1% | 4,423 | +10.6% | 0.06% | +12.1% |
| Q3 2023 | $240,680 | -3.1% | 4,000 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $248,360 | -6.2% | 4,000 | -8.4% | 0.06% | -1.8% |
| Q1 2023 | $264,657 | -0.1% | 4,368 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $264,919 | -20.0% | 4,368 | -14.8% | 0.06% | -18.8% |
| Q1 2022 | $331,000 | -0.3% | 5,126 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $332,000 | +10.3% | 5,126 | +100.0% | 0.07% | +1.5% |
| Q3 2021 | $301,000 | -1.0% | 2,563 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $304,000 | -3.2% | 2,563 | -7.7% | 0.06% | -19.8% |
| Q1 2021 | $314,000 | +7.9% | 2,778 | 0.0% | 0.08% | +5.2% |
| Q4 2020 | $291,000 | +11.5% | 2,778 | 0.0% | 0.08% | -6.1% |
| Q3 2020 | $261,000 | +29.2% | 2,778 | +23.7% | 0.08% | +22.4% |
| Q2 2020 | $202,000 | – | 2,246 | – | 0.07% | – |
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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% |