WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382 | +8.2% | 6,353 | +11.8% | 0.02% | +20.0% |
| Q2 2023 | $353 | +5.7% | 5,685 | +3.1% | 0.02% | +7.1% |
| Q1 2023 | $334 | -80.0% | 5,515 | -80.0% | 0.01% | -83.3% |
| Q4 2022 | $1,673 | -100.0% | 27,581 | -70.1% | 0.08% | -68.7% |
| Q3 2022 | $5,001,000 | +165.6% | 92,174 | +183.5% | 0.27% | +165.3% |
| Q2 2022 | $1,883,000 | -49.6% | 32,511 | +2.1% | 0.10% | -32.7% |
| Q3 2021 | $3,739,000 | +26.4% | 31,845 | +27.6% | 0.15% | +1.4% |
| Q2 2021 | $2,958,000 | +80.1% | 24,964 | +71.8% | 0.15% | +66.3% |
| Q1 2021 | $1,642,000 | +43.7% | 14,527 | +33.3% | 0.09% | +14.1% |
| Q4 2020 | $1,143,000 | +126.8% | 10,902 | +103.3% | 0.08% | +110.8% |
| Q3 2020 | $504,000 | – | 5,362 | – | 0.04% | – |
Download | ||||||
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% |