WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 182 filers reported holding WISDOMTREE TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $240,423 | +2.9% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $233,589 | +8.2% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $215,951 | +8.7% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $198,742 | -3.1% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $205,084 | +2.5% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $200,129 | -0.1% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $200,327 | +11.9% | 3,303 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $179,000 | +1018.8% | 3,303 | +1063.0% | 0.00% | – |
| Q2 2022 | $16,000 | -11.1% | 284 | 0.0% | 0.00% | – |
| Q1 2022 | $18,000 | 0.0% | 284 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | +5.9% | 284 | +100.0% | 0.00% | – |
| Q3 2021 | $17,000 | – | 142 | +14100.0% | 0.00% | – |
| Q2 2015 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q1 2015 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 97,615 | $7,144,000 | 6.47% |
| JFS WEALTH ADVISORS, LLC | 151,451 | $11,085,000 | 5.69% |
| LVZ, Inc. | 19,174 | $1,430,000 | 0.80% |
| SONATA CAPITAL GROUP INC | 10,060 | $736,000 | 0.63% |
| CUTLER INVESTMENT COUNSEL LLC | 18,819 | $1,377,000 | 0.45% |
| J.P. Turner & Co Capital Mnagement, LLC | 7,808 | $571,000 | 0.44% |
| Investors Capital Advisory Services | 30,833 | $2,256,000 | 0.41% |
| Concert Wealth Management Inc. | 24,874 | $1,821,000 | 0.24% |
| WADE G W & INC | 15,013 | $1,099,000 | 0.22% |
| BENEDICT FINANCIAL ADVISORS INC | 4,150 | $306,000 | 0.20% |