WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24 | -4.0% | 400 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $25 | +4.2% | 400 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $24 | 0.0% | 400 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $24 | -99.9% | 400 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $22,000 | -4.3% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $23,000 | -73.6% | 400 | -70.3% | 0.01% | -65.6% |
| Q1 2022 | $87,000 | -54.7% | 1,345 | -54.7% | 0.03% | -52.2% |
| Q4 2021 | $192,000 | +3.2% | 2,972 | +87.5% | 0.07% | 0.0% |
| Q3 2021 | $186,000 | -18.8% | 1,585 | -18.0% | 0.07% | -20.2% |
| Q2 2021 | $229,000 | -0.4% | 1,934 | -4.9% | 0.08% | -4.5% |
| Q1 2021 | $230,000 | +25.0% | 2,033 | +15.7% | 0.09% | +25.7% |
| Q4 2020 | $184,000 | +15.0% | 1,757 | +3.0% | 0.07% | +6.1% |
| Q3 2020 | $160,000 | – | 1,705 | – | 0.07% | – |
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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% |