WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |