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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $214,059 | -87.4% | 3,448 | -87.7% | 0.02% | -87.6% |
| Q1 2023 | $1,699,316 | -11.0% | 28,046 | -10.9% | 0.12% | -17.7% |
| Q4 2022 | $1,909,952 | +40.5% | 31,491 | +25.7% | 0.15% | +30.1% |
| Q3 2022 | $1,359,000 | -7.4% | 25,055 | -1.2% | 0.11% | -3.4% |
| Q2 2022 | $1,468,000 | +33.7% | 25,348 | +49.0% | 0.12% | +58.1% |
| Q1 2022 | $1,098,000 | +8.5% | 17,011 | +8.8% | 0.07% | +12.1% |
| Q4 2021 | $1,012,000 | +54.3% | 15,638 | +182.3% | 0.07% | +26.9% |
| Q2 2021 | $656,000 | +24.5% | 5,539 | +18.8% | 0.05% | +2.0% |
| Q1 2021 | $527,000 | +29.5% | 4,662 | +20.1% | 0.05% | +21.4% |
| Q4 2020 | $407,000 | +37.5% | 3,882 | +23.3% | 0.04% | +82.6% |
| Q3 2020 | $296,000 | – | 3,148 | – | 0.02% | – |
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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% |