Ancora Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 154 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Ancora Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$51,987
-3.1%
8640.0%0.00%0.0%
Q2 2023$53,646
+2.5%
8640.0%0.00%0.0%
Q1 2023$52,350
+100573.1%
8640.0%0.00%0.0%
Q4 2022$52
-99.9%
8640.0%0.00%0.0%
Q3 2022$47,000
-6.0%
8640.0%0.00%0.0%
Q2 2022$50,000
-10.7%
8640.0%0.00%0.0%
Q1 2022$56,0000.0%8640.0%0.00%0.0%
Q4 2021$56,000
+9.8%
864
+100.0%
0.00%0.0%
Q3 2021$51,0000.0%4320.0%0.00%0.0%
Q2 2021$51,000
+4.1%
4320.0%0.00%0.0%
Q1 2021$49,000
+8.9%
4320.0%0.00%0.0%
Q4 2020$45,000
+9.8%
4320.0%0.00%
-50.0%
Q3 2020$41,000
+5.1%
4320.0%0.00%0.0%
Q2 2020$39,000
+14.7%
4320.0%0.00%0.0%
Q1 2020$34,000
-37.0%
432
-14.8%
0.00%0.0%
Q4 2019$54,000
+31.7%
507
+17.4%
0.00%0.0%
Q3 2018$41,000
+46.4%
432
+23.8%
0.00%0.0%
Q4 2016$28,0003490.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders