WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $571,622 | +90.5% | 9,500 | +96.6% | 0.00% | – |
| Q2 2023 | $300,089 | -6.6% | 4,833 | -8.8% | 0.00% | – |
| Q1 2023 | $321,196 | -12.3% | 5,301 | -12.2% | 0.00% | -100.0% |
| Q4 2022 | $366,092 | +34.1% | 6,036 | +19.9% | 0.00% | – |
| Q3 2022 | $273,000 | -6.2% | 5,035 | 0.0% | 0.00% | – |
| Q2 2022 | $291,000 | -19.2% | 5,035 | -9.8% | 0.00% | -100.0% |
| Q1 2022 | $360,000 | +2.3% | 5,582 | +2.8% | 0.00% | 0.0% |
| Q4 2021 | $352,000 | +17.7% | 5,432 | +113.6% | 0.00% | 0.0% |
| Q3 2021 | $299,000 | -0.7% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $301,000 | +4.5% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $288,000 | +7.9% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $267,000 | +11.7% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $239,000 | +4.4% | 2,543 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | +28.7% | 2,543 | +12.0% | 0.00% | 0.0% |
| Q1 2020 | $178,000 | -29.1% | 2,271 | -4.6% | 0.00% | 0.0% |
| Q4 2019 | $251,000 | +6.4% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $236,000 | +2.2% | 2,380 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $231,000 | -11.5% | 2,380 | -13.6% | 0.00% | 0.0% |
| Q1 2019 | $261,000 | +18.1% | 2,755 | +5.5% | 0.00% | 0.0% |
| Q4 2018 | $221,000 | -12.0% | 2,611 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $251,000 | +5.5% | 2,611 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $238,000 | -42.8% | 2,611 | -44.1% | 0.00% | -66.7% |
| Q1 2018 | $416,000 | -4.1% | 4,668 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $434,000 | +933.3% | 4,668 | +882.7% | 0.00% | – |
| Q3 2017 | $42,000 | +5.0% | 475 | 0.0% | 0.00% | – |
| Q2 2017 | $40,000 | +2.6% | 475 | 0.0% | 0.00% | – |
| Q1 2017 | $39,000 | +2.6% | 475 | 0.0% | 0.00% | – |
| Q4 2016 | $38,000 | +2.7% | 475 | 0.0% | 0.00% | -100.0% |
| Q2 2016 | $37,000 | +428.6% | 475 | +375.0% | 0.00% | – |
| Q1 2016 | $7,000 | -74.1% | 100 | -72.5% | 0.00% | -100.0% |
| Q4 2014 | $27,000 | +800.0% | 364 | +746.5% | 0.00% | – |
| Q2 2013 | $3,000 | – | 43 | – | 0.00% | – |
Download | ||||||
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% |