WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 102 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $466 | +27.0% | 7,752 | +31.1% | 0.00% | +50.0% |
| Q2 2023 | $367 | -28.7% | 5,914 | -30.5% | 0.00% | -50.0% |
| Q1 2023 | $515 | +2.6% | 8,507 | +2.8% | 0.00% | +33.3% |
| Q4 2022 | $502 | -99.8% | 8,277 | +76.0% | 0.00% | +50.0% |
| Q3 2022 | $255,000 | +25.0% | 4,704 | +33.8% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -4.7% | 3,517 | +6.1% | 0.00% | 0.0% |
| Q1 2022 | $214,000 | 0.0% | 3,316 | +0.4% | 0.00% | 0.0% |
| Q4 2021 | $214,000 | -84.7% | 3,304 | -75.2% | 0.00% | -86.7% |
| Q4 2020 | $1,396,000 | +34.0% | 13,314 | +20.0% | 0.02% | +15.4% |
| Q3 2020 | $1,042,000 | +21.4% | 11,092 | +16.5% | 0.01% | +18.2% |
| Q2 2020 | $858,000 | +74.7% | 9,518 | +51.8% | 0.01% | +37.5% |
| Q1 2020 | $491,000 | +36.8% | 6,269 | +69.5% | 0.01% | +60.0% |
| Q2 2019 | $359,000 | +43.0% | 3,698 | +39.3% | 0.01% | +25.0% |
| Q1 2019 | $251,000 | +8.2% | 2,654 | -3.4% | 0.00% | 0.0% |
| Q4 2018 | $232,000 | -20.8% | 2,746 | -10.0% | 0.00% | -20.0% |
| Q3 2018 | $293,000 | -99.1% | 3,052 | -99.4% | 0.01% | -99.2% |
| Q1 2017 | $31,598,000 | – | 549,756 | – | 0.63% | – |
Download | ||||||
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% |