WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,636,383 | -4.8% | 27,196 | -1.8% | 0.72% | -1.2% |
| Q2 2023 | $1,719,645 | +4.6% | 27,696 | +2.1% | 0.73% | -1.3% |
| Q1 2023 | $1,643,504 | +0.0% | 27,125 | +0.1% | 0.74% | -2.6% |
| Q4 2022 | $1,642,887 | +50.7% | 27,088 | +34.8% | 0.76% | +28.9% |
| Q3 2022 | $1,090,000 | +4.1% | 20,088 | +11.1% | 0.59% | +9.0% |
| Q2 2022 | $1,047,000 | -7.8% | 18,088 | +2.8% | 0.54% | +1.9% |
| Q1 2022 | $1,135,000 | -0.4% | 17,588 | 0.0% | 0.53% | +2.3% |
| Q4 2021 | $1,139,000 | +7.6% | 17,588 | +95.0% | 0.52% | -2.6% |
| Q3 2021 | $1,059,000 | -5.1% | 9,019 | -4.2% | 0.54% | -4.6% |
| Q2 2021 | $1,116,000 | +2.7% | 9,419 | -2.1% | 0.56% | -5.2% |
| Q1 2021 | $1,087,000 | +1.5% | 9,619 | -5.9% | 0.59% | -2.5% |
| Q4 2020 | $1,071,000 | +6.5% | 10,219 | -4.6% | 0.61% | -7.8% |
| Q3 2020 | $1,006,000 | +0.5% | 10,709 | -3.6% | 0.66% | -2.7% |
| Q2 2020 | $1,001,000 | +12.2% | 11,104 | -2.5% | 0.68% | -2.9% |
| Q1 2020 | $892,000 | -26.5% | 11,389 | -1.0% | 0.70% | -6.1% |
| Q4 2019 | $1,214,000 | -26.7% | 11,499 | -31.2% | 0.74% | -30.2% |
| Q3 2019 | $1,657,000 | +1.3% | 16,724 | -0.6% | 1.06% | -7.5% |
| Q2 2019 | $1,635,000 | +3.7% | 16,824 | +1.0% | 1.15% | +0.6% |
| Q1 2019 | $1,577,000 | +14.6% | 16,664 | +2.5% | 1.14% | +0.4% |
| Q4 2018 | $1,376,000 | -6.1% | 16,264 | +6.6% | 1.14% | +9.7% |
| Q3 2018 | $1,466,000 | +31.4% | 15,264 | +22.0% | 1.04% | +3.2% |
| Q1 2018 | $1,116,000 | -5.1% | 12,514 | -1.1% | 1.00% | -3.1% |
| Q4 2017 | $1,176,000 | +5.6% | 12,649 | -0.3% | 1.04% | -1.0% |
| Q3 2017 | $1,114,000 | +0.3% | 12,689 | -2.9% | 1.05% | -3.7% |
| Q2 2017 | $1,111,000 | +1.3% | 13,064 | 0.0% | 1.09% | +3.5% |
| Q1 2017 | $1,097,000 | +6.0% | 13,064 | +2.5% | 1.05% | +2.5% |
| Q4 2016 | $1,035,000 | – | 12,744 | – | 1.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JFS WEALTH ADVISORS, LLC | 64,757 | $5,262,000 | 1.42% |
| Clearwater Capital Advisors, LLC | 41,973 | $3,434,000 | 1.19% |
| LCNB CORP | 12,744 | $1,035,000 | 1.02% |
| Clearstead Advisors, LLC | 47,133 | $3,830,000 | 0.62% |
| SONATA CAPITAL GROUP INC | 9,690 | $787,000 | 0.61% |
| CUTLER INVESTMENT COUNSEL LLC | 23,416 | $1,903,000 | 0.49% |
| Concert Wealth Management Inc. | 14,265 | $1,159,000 | 0.26% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 19,430 | $1,579,000 | 0.22% |
| Windsor Financial Group, LLC | 5,407 | $439,000 | 0.21% |
| TRADITION CAPITAL MANAGEMENT LLC | 7,346 | $596,000 | 0.20% |