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 | $469,326 | -3.1% | 7,800 | 0.0% | 0.30% | -6.0% |
| Q2 2023 | $484,302 | +2.5% | 7,800 | 0.0% | 0.32% | +6.4% |
| Q1 2023 | $472,602 | -0.1% | 7,800 | 0.0% | 0.30% | -8.6% |
| Q4 2022 | $473,070 | +11.8% | 7,800 | 0.0% | 0.33% | +2.8% |
| Q3 2022 | $423,000 | -6.4% | 7,800 | 0.0% | 0.32% | -3.1% |
| Q2 2022 | $452,000 | -10.3% | 7,800 | 0.0% | 0.33% | -4.1% |
| Q1 2022 | $504,000 | -0.2% | 7,800 | 0.0% | 0.34% | +4.9% |
| Q4 2021 | $505,000 | – | 7,800 | – | 0.32% | – |
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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% |