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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,044,486 | -0.6% | 17,358 | +2.5% | 0.02% | -8.3% |
| Q2 2023 | $1,051,178 | -0.9% | 16,929 | -3.3% | 0.02% | -14.3% |
| Q1 2023 | $1,060,393 | +3.5% | 17,501 | +3.6% | 0.03% | +7.7% |
| Q4 2022 | $1,024,220 | +8.6% | 16,887 | -2.8% | 0.03% | 0.0% |
| Q3 2022 | $943,000 | -10.4% | 17,379 | -4.3% | 0.03% | -3.7% |
| Q2 2022 | $1,052,000 | -5.9% | 18,161 | +4.9% | 0.03% | +8.0% |
| Q1 2022 | $1,118,000 | +2.5% | 17,316 | +2.8% | 0.02% | +4.2% |
| Q4 2021 | $1,091,000 | +14.5% | 16,845 | +107.7% | 0.02% | 0.0% |
| Q3 2021 | $953,000 | +7.0% | 8,112 | +7.9% | 0.02% | +9.1% |
| Q2 2021 | $891,000 | -2.1% | 7,521 | -6.6% | 0.02% | -12.0% |
| Q1 2021 | $910,000 | +31.5% | 8,053 | +22.1% | 0.02% | +19.0% |
| Q4 2020 | $692,000 | +115.6% | 6,597 | +93.3% | 0.02% | +90.9% |
| Q3 2020 | $321,000 | +286.7% | 3,413 | +292.8% | 0.01% | +175.0% |
| Q3 2018 | $83,000 | +7.8% | 869 | +0.5% | 0.00% | +33.3% |
| Q1 2018 | $77,000 | – | 865 | – | 0.00% | – |
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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% |