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 | $1,293,176 | +0.7% | 18,257 | +0.6% | 0.57% | -5.5% |
| Q1 2024 | $1,283,577 | +8.7% | 18,150 | +0.5% | 0.60% | -2.6% |
| Q4 2023 | $1,181,053 | +9.5% | 18,064 | +0.7% | 0.62% | -4.0% |
| Q3 2023 | $1,078,938 | -2.5% | 17,932 | +0.6% | 0.64% | -16.9% |
| Q2 2023 | $1,106,302 | +3.1% | 17,818 | +0.6% | 0.77% | -4.9% |
| Q1 2023 | $1,073,046 | +0.5% | 17,710 | +0.6% | 0.81% | -8.0% |
| Q4 2022 | $1,067,609 | +12.6% | 17,603 | +0.8% | 0.88% | +1.0% |
| Q3 2022 | $948,000 | -5.6% | 17,471 | +0.7% | 0.88% | -5.0% |
| Q2 2022 | $1,004,000 | -9.6% | 17,344 | +0.8% | 0.92% | +13.0% |
| Q1 2022 | $1,111,000 | +0.1% | 17,213 | +0.4% | 0.82% | -2.0% |
| Q4 2021 | $1,110,000 | – | 17,149 | – | 0.83% | – |
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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% |