WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 124 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $358,845 | -6.3% | 6,613 | 0.0% | 0.02% | -6.2% |
Q2 2022 | $382,984 | -34.6% | 6,613 | -27.1% | 0.02% | -20.0% |
Q1 2022 | $586,039 | -1.7% | 9,077 | -1.4% | 0.02% | 0.0% |
Q4 2021 | $596,089 | +38.2% | 9,207 | +150.7% | 0.02% | +25.0% |
Q3 2021 | $431,217 | -2.2% | 3,672 | -1.3% | 0.02% | -5.9% |
Q2 2021 | $441,034 | +16.6% | 3,722 | +11.2% | 0.02% | 0.0% |
Q1 2021 | $378,394 | +13.4% | 3,347 | +5.1% | 0.02% | 0.0% |
Q4 2020 | $333,820 | +2.0% | 3,184 | -8.6% | 0.02% | -10.5% |
Q3 2020 | $327,322 | -6.7% | 3,484 | -10.5% | 0.02% | -17.4% |
Q2 2020 | $350,682 | +15.1% | 3,892 | 0.0% | 0.02% | -8.0% |
Q1 2020 | $304,799 | -25.8% | 3,892 | 0.0% | 0.02% | -13.8% |
Q4 2019 | $410,848 | +6.5% | 3,892 | 0.0% | 0.03% | -9.4% |
Q3 2019 | $385,702 | +2.0% | 3,892 | 0.0% | 0.03% | 0.0% |
Q2 2019 | $378,157 | -16.4% | 3,892 | -18.6% | 0.03% | -25.6% |
Q1 2019 | $452,438 | +11.8% | 4,781 | 0.0% | 0.04% | -14.0% |
Q4 2018 | $404,579 | -11.9% | 4,781 | 0.0% | 0.05% | -5.7% |
Q3 2018 | $459,180 | +5.4% | 4,781 | 0.0% | 0.05% | -10.2% |
Q2 2018 | $435,752 | -11.8% | 4,781 | -13.8% | 0.06% | -20.3% |
Q1 2018 | $494,326 | -13.0% | 5,546 | -9.2% | 0.07% | -17.8% |
Q4 2017 | $568,075 | – | 6,111 | – | 0.09% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
LCNB CORP | 12,744 | $1,035,000 | 1.02% |
Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |