WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 45 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,560,886 | -9.8% | 42,224 | -13.9% | 0.75% | -10.1% |
| Q2 2022 | $2,839,000 | -2.4% | 49,019 | +8.8% | 0.83% | +22.9% |
| Q1 2022 | $2,910,000 | -69.4% | 45,070 | -64.8% | 0.68% | -84.5% |
| Q1 2015 | $9,500,000 | -1.0% | 127,951 | -0.3% | 4.35% | -1.1% |
| Q4 2014 | $9,592,000 | -69.7% | 128,319 | -71.0% | 4.40% | -0.5% |
| Q3 2014 | $31,625,000 | +236.3% | 442,993 | +238.5% | 4.42% | +300.5% |
| Q2 2014 | $9,405,000 | – | 130,856 | – | 1.10% | – |
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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% |