MOSELEY INVESTMENT MANAGEMENT INC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 114 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MOSELEY INVESTMENT MANAGEMENT INC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$427,809
-3.1%
7,1100.0%0.26%
-0.4%
Q2 2023$441,460
+2.5%
7,1100.0%0.26%
-7.9%
Q1 2023$430,795
-6.7%
7,110
-6.6%
0.28%
-15.7%
Q4 2022$461,547
+97.2%
7,610
+76.2%
0.33%
+92.4%
Q3 2022$234,000
-6.4%
4,3200.0%0.17%
-1.7%
Q2 2022$250,000
-10.4%
4,3200.0%0.18%
+15.9%
Q1 2022$279,000
-46.9%
4,320
-46.7%
0.15%
-36.8%
Q4 2021$525,000
+7.6%
8,110
+97.3%
0.24%
-2.0%
Q3 2021$488,000
+0.2%
4,1100.0%0.24%
+1.7%
Q2 2021$487,000
+4.7%
4,1100.0%0.24%
-7.0%
Q1 2021$465,000
+7.9%
4,1100.0%0.26%
+3.2%
Q4 2020$431,000
+11.7%
4,1100.0%0.25%
-9.1%
Q3 2020$386,000
+4.3%
4,1100.0%0.28%
-10.4%
Q2 2020$370,000
+14.9%
4,1100.0%0.31%
-18.8%
Q1 2020$322,000
-25.8%
4,1100.0%0.38%
-11.3%
Q4 2019$434,000
+6.6%
4,1100.0%0.43%
-0.2%
Q3 2019$407,000
-0.5%
4,110
-2.3%
0.43%
+12.1%
Q2 2019$409,000
+2.8%
4,2050.0%0.38%
-8.0%
Q1 2019$398,0004,2050.41%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 78,070$5,574,0005.15%
Dorsey Wright & Associates 442,993$31,625,0004.42%
Arrow Investment Advisors, LLC 312,100$22,281,0004.03%
JFS WEALTH ADVISORS, LLC 162,695$11,615,0002.03%
WADE G W & INC 16,430$1,173,0000.34%
Investors Capital Advisory Services 22,912$1,635,0000.32%
Concert Wealth Management Inc. 22,200$1,582,0000.21%
Windsor Financial Group, LLC 4,710$336,0000.16%
B. Riley Wealth Management, Inc. 2,322$165,0000.12%
LPL Financial LLC 266,709$18,822,0000.11%
View complete list of WISDOMTREE TR shareholders