WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 169 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $941,556 | +0.2% | 13,293 | 0.0% | 0.49% | -6.6% |
| Q1 2024 | $940,081 | +8.2% | 13,293 | 0.0% | 0.53% | -8.0% |
| Q4 2023 | $869,096 | +4.5% | 13,293 | -3.8% | 0.57% | -3.2% |
| Q3 2023 | $831,610 | -3.1% | 13,821 | 0.0% | 0.59% | +15.8% |
| Q2 2023 | $858,146 | +2.3% | 13,821 | -0.2% | 0.51% | -13.7% |
| Q1 2023 | $838,929 | – | 13,846 | – | 0.59% | – |
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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% |