WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 60 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175,215 | -52.1% | 2,912 | -29.3% | 0.00% | -66.7% |
| Q3 2017 | $366,000 | -13.9% | 4,121 | -17.0% | 0.00% | 0.0% |
| Q2 2017 | $425,000 | -0.7% | 4,965 | -1.9% | 0.00% | 0.0% |
| Q1 2017 | $428,000 | -0.9% | 5,062 | -4.2% | 0.00% | 0.0% |
| Q4 2016 | $432,000 | -36.9% | 5,286 | -40.3% | 0.00% | -50.0% |
| Q3 2016 | $685,000 | -3.7% | 8,850 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $711,000 | -1.5% | 9,022 | -6.4% | 0.01% | 0.0% |
| Q1 2016 | $722,000 | -37.9% | 9,634 | -43.7% | 0.01% | -45.5% |
| Q4 2015 | $1,162,000 | -28.9% | 17,118 | -28.9% | 0.01% | -26.7% |
| Q3 2015 | $1,634,000 | -51.0% | 24,065 | -47.1% | 0.02% | +7.1% |
| Q2 2015 | $3,332,000 | +216.4% | 45,534 | +221.0% | 0.01% | +55.6% |
| Q1 2015 | $1,053,000 | -18.1% | 14,186 | -17.5% | 0.01% | +50.0% |
| Q4 2014 | $1,286,000 | – | 17,198 | – | 0.01% | – |
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% |