WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,060,428 | -0.2% | 17,624 | +3.0% | 0.00% | 0.0% |
Q2 2023 | $1,062,376 | -1.6% | 17,110 | -3.9% | 0.00% | 0.0% |
Q1 2023 | $1,079,162 | +22.2% | 17,811 | +22.3% | 0.00% | 0.0% |
Q4 2022 | $883,364 | +61.5% | 14,565 | +44.4% | 0.00% | 0.0% |
Q3 2022 | $547,000 | +45.9% | 10,084 | +55.5% | 0.00% | – |
Q2 2022 | $375,000 | -13.4% | 6,484 | -3.2% | 0.00% | – |
Q1 2022 | $433,000 | 0.0% | 6,700 | +0.2% | 0.00% | – |
Q4 2021 | $433,000 | +7.4% | 6,685 | +95.0% | 0.00% | – |
Q3 2021 | $403,000 | -3.1% | 3,428 | -2.4% | 0.00% | – |
Q2 2021 | $416,000 | -6.9% | 3,511 | -11.1% | 0.00% | – |
Q1 2021 | $447,000 | +27.4% | 3,950 | +18.0% | 0.00% | – |
Q4 2020 | $351,000 | -7.4% | 3,347 | -17.0% | 0.00% | – |
Q3 2020 | $379,000 | +4.4% | 4,032 | 0.0% | 0.00% | – |
Q2 2020 | $363,000 | -6.9% | 4,032 | -19.1% | 0.00% | -100.0% |
Q1 2020 | $390,000 | -38.1% | 4,982 | -16.5% | 0.00% | 0.0% |
Q4 2019 | $630,000 | +2.3% | 5,969 | -4.0% | 0.00% | 0.0% |
Q3 2019 | $616,000 | -1.0% | 6,220 | -2.8% | 0.00% | 0.0% |
Q2 2019 | $622,000 | +2.1% | 6,396 | -0.5% | 0.00% | 0.0% |
Q1 2019 | $609,000 | +7.2% | 6,431 | -4.3% | 0.00% | 0.0% |
Q4 2018 | $568,000 | -29.6% | 6,718 | -20.0% | 0.00% | 0.0% |
Q3 2018 | $807,000 | +6.5% | 8,398 | +1.0% | 0.00% | 0.0% |
Q2 2018 | $758,000 | +1.3% | 8,314 | -0.9% | 0.00% | 0.0% |
Q1 2018 | $748,000 | +4.2% | 8,392 | +8.7% | 0.00% | 0.0% |
Q4 2017 | $718,000 | -19.6% | 7,721 | -24.1% | 0.00% | -50.0% |
Q3 2017 | $893,000 | +3.6% | 10,176 | +0.5% | 0.00% | 0.0% |
Q2 2017 | $862,000 | +32.4% | 10,130 | +30.8% | 0.00% | 0.0% |
Q1 2017 | $651,000 | +15.4% | 7,745 | +11.6% | 0.00% | +100.0% |
Q4 2016 | $564,000 | +13.9% | 6,941 | +9.6% | 0.00% | 0.0% |
Q3 2016 | $495,000 | +37.5% | 6,333 | +34.9% | 0.00% | 0.0% |
Q2 2016 | $360,000 | -11.8% | 4,694 | -14.5% | 0.00% | 0.0% |
Q1 2016 | $408,000 | – | 5,491 | – | 0.00% | – |
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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% |