WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 149 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $28,000 | -9.7% | 480 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $31,000 | 0.0% | 480 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $31,000 | +10.7% | 480 | +100.0% | 0.02% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 240 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $27,000 | +8.0% | 240 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $25,000 | +8.7% | 240 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $23,000 | +4.5% | 240 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $22,000 | – | 240 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 37,314 | $4,381,000 | 4.00% |
| Connecticut Wealth Management, LLC | 272,986 | $32,054,000 | 2.80% |
| Kendall Capital Management | 10,940 | $1,285,000 | 0.70% |
| Capital Advisory Group Advisory Services, LLC | 14,558 | $1,709,000 | 0.62% |
| Certified Advisory Corp | 19,513 | $2,291,000 | 0.56% |
| LCNB CORP | 9,019 | $1,059,000 | 0.54% |
| SONATA CAPITAL GROUP INC | 9,320 | $1,094,000 | 0.49% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $488,000 | 0.24% |
| Gradient Capital Advisors, LLC | 3,843 | $451,000 | 0.21% |
| Blue Barn Wealth, LLC | 2,002 | $235,000 | 0.21% |