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 | $2,410,205 | -3.4% | 40,057 | -0.3% | 0.01% | -46.2% |
| Q2 2023 | $2,495,772 | -29.5% | 40,196 | -31.2% | 0.01% | +62.5% |
| Q1 2023 | $3,538,577 | -4.5% | 58,402 | -4.4% | 0.01% | 0.0% |
| Q4 2022 | $3,706,382 | +33.8% | 61,111 | +19.7% | 0.01% | +14.3% |
| Q3 2022 | $2,770,000 | -2.1% | 51,047 | +4.5% | 0.01% | 0.0% |
| Q2 2022 | $2,830,000 | -10.3% | 48,867 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $3,155,000 | -2.6% | 48,867 | -2.3% | 0.01% | 0.0% |
| Q4 2021 | $3,240,000 | +11.4% | 50,042 | +102.0% | 0.01% | 0.0% |
| Q3 2021 | $2,909,000 | -0.9% | 24,775 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $2,935,000 | +4.8% | 24,775 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $2,801,000 | +7.8% | 24,775 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $2,598,000 | +11.0% | 24,775 | -0.5% | 0.01% | -11.1% |
| Q3 2020 | $2,340,000 | +4.3% | 24,900 | 0.0% | 0.01% | -10.0% |
| Q2 2020 | $2,244,000 | -7.5% | 24,900 | -19.6% | 0.01% | -28.6% |
| Q1 2020 | $2,427,000 | -34.4% | 30,986 | -11.5% | 0.01% | -17.6% |
| Q4 2019 | $3,698,000 | +6.5% | 35,029 | 0.0% | 0.02% | -5.6% |
| Q3 2019 | $3,472,000 | +0.1% | 35,029 | -1.9% | 0.02% | -5.3% |
| Q2 2019 | $3,470,000 | +3.6% | 35,714 | +0.9% | 0.02% | +11.8% |
| Q1 2019 | $3,348,000 | +23.9% | 35,379 | +10.8% | 0.02% | +6.2% |
| Q4 2018 | $2,703,000 | -21.6% | 31,938 | -11.1% | 0.02% | -5.9% |
| Q3 2018 | $3,449,000 | +5.4% | 35,907 | 0.0% | 0.02% | -5.6% |
| Q2 2018 | $3,273,000 | +0.9% | 35,907 | -1.3% | 0.02% | -18.2% |
| Q1 2018 | $3,244,000 | -10.9% | 36,392 | -7.1% | 0.02% | -8.3% |
| Q4 2017 | $3,640,000 | +0.9% | 39,157 | -4.8% | 0.02% | -7.7% |
| Q3 2017 | $3,609,000 | +2.8% | 41,127 | -0.4% | 0.03% | -3.7% |
| Q2 2017 | $3,511,000 | +1.0% | 41,272 | -0.3% | 0.03% | 0.0% |
| Q1 2017 | $3,477,000 | +0.8% | 41,392 | -2.5% | 0.03% | -10.0% |
| Q4 2016 | $3,450,000 | +4.0% | 42,457 | 0.0% | 0.03% | -3.2% |
| Q3 2016 | $3,317,000 | +1.8% | 42,457 | 0.0% | 0.03% | -3.1% |
| Q2 2016 | $3,258,000 | +0.5% | 42,457 | -2.7% | 0.03% | +3.2% |
| Q1 2016 | $3,241,000 | +10.5% | 43,657 | +6.7% | 0.03% | +3.3% |
| Q4 2015 | $2,933,000 | +23.4% | 40,922 | +16.9% | 0.03% | 0.0% |
| Q3 2015 | $2,376,000 | -7.2% | 34,999 | 0.0% | 0.03% | +3.4% |
| Q2 2015 | $2,561,000 | -24.4% | 34,999 | -22.8% | 0.03% | -27.5% |
| Q4 2014 | $3,389,000 | +4.8% | 45,334 | +0.1% | 0.04% | -4.8% |
| Q3 2014 | $3,234,000 | -11.0% | 45,304 | -10.8% | 0.04% | -31.1% |
| Q2 2014 | $3,632,000 | -3.2% | 50,774 | -7.6% | 0.06% | -11.6% |
| Q1 2014 | $3,751,000 | -30.8% | 54,954 | -31.9% | 0.07% | -36.7% |
| Q4 2013 | $5,420,000 | +7.2% | 80,753 | -1.3% | 0.11% | -5.2% |
| Q3 2013 | $5,057,000 | +3.6% | 81,848 | +1.2% | 0.12% | -4.2% |
| Q2 2013 | $4,882,000 | – | 80,898 | – | 0.12% | – |
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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% |