WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,675,450 | -2.9% | 27,845 | +0.2% | 0.02% | -5.0% |
| Q2 2023 | $1,725,844 | +3.3% | 27,796 | +0.8% | 0.02% | 0.0% |
| Q1 2023 | $1,671,422 | -0.9% | 27,586 | -0.8% | 0.02% | -9.1% |
| Q4 2022 | $1,686,644 | +10.0% | 27,809 | -1.6% | 0.02% | -8.3% |
| Q3 2022 | $1,534,000 | -6.5% | 28,269 | -0.2% | 0.02% | -4.0% |
| Q2 2022 | $1,641,000 | +2.1% | 28,331 | +13.7% | 0.02% | +13.6% |
| Q1 2022 | $1,608,000 | -2.5% | 24,920 | -2.2% | 0.02% | -12.0% |
| Q4 2021 | $1,650,000 | +6.7% | 25,485 | +93.5% | 0.02% | -3.8% |
| Q3 2021 | $1,547,000 | -0.3% | 13,172 | +0.5% | 0.03% | -7.1% |
| Q2 2021 | $1,552,000 | +2.6% | 13,102 | -2.1% | 0.03% | -12.5% |
| Q1 2021 | $1,513,000 | +10.8% | 13,389 | +2.6% | 0.03% | 0.0% |
| Q4 2020 | $1,365,000 | -50.5% | 13,051 | -55.5% | 0.03% | -27.3% |
| Q3 2020 | $2,759,000 | +129.7% | 29,327 | +120.1% | 0.04% | +25.7% |
| Q2 2020 | $1,201,000 | +38.0% | 13,323 | +19.7% | 0.04% | +34.6% |
| Q1 2020 | $870,000 | -22.0% | 11,131 | +5.5% | 0.03% | 0.0% |
| Q4 2019 | $1,115,000 | – | 10,551 | – | 0.03% | – |
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% |