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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259 | +2.4% | 4,184 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $253 | +11.5% | 4,184 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $227 | -99.9% | 4,184 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $227,000 | -6.2% | 4,184 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $242,000 | -10.4% | 4,184 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $270,000 | 0.0% | 4,184 | 0.0% | 0.01% | +7.7% |
| Q4 2021 | $270,000 | +10.2% | 4,184 | +100.0% | 0.01% | -7.1% |
| Q3 2021 | $245,000 | – | 2,092 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 78,070 | $5,574,000 | 5.15% |
| Dorsey Wright & Associates | 442,993 | $31,625,000 | 4.42% |
| Arrow Investment Advisors, LLC | 312,100 | $22,281,000 | 4.03% |
| JFS WEALTH ADVISORS, LLC | 162,695 | $11,615,000 | 2.03% |
| WADE G W & INC | 16,430 | $1,173,000 | 0.34% |
| Investors Capital Advisory Services | 22,912 | $1,635,000 | 0.32% |
| Concert Wealth Management Inc. | 22,200 | $1,582,000 | 0.21% |
| Windsor Financial Group, LLC | 4,710 | $336,000 | 0.16% |
| B. Riley Wealth Management, Inc. | 2,322 | $165,000 | 0.12% |
| LPL Financial LLC | 266,709 | $18,822,000 | 0.11% |