WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $299 | -99.9% | 4,938 | -14.3% | 0.03% | -12.1% |
| Q3 2022 | $313,000 | +4.0% | 5,762 | +11.0% | 0.03% | +6.5% |
| Q2 2022 | $301,000 | +8.7% | 5,192 | +21.1% | 0.03% | +34.8% |
| Q1 2022 | $277,000 | 0.0% | 4,286 | +0.2% | 0.02% | +9.5% |
| Q4 2021 | $277,000 | +10.8% | 4,278 | +100.6% | 0.02% | -54.3% |
| Q3 2021 | $250,000 | -0.8% | 2,133 | +0.3% | 0.05% | +39.4% |
| Q2 2021 | $252,000 | +5.0% | 2,127 | +0.3% | 0.03% | -8.3% |
| Q1 2021 | $240,000 | +8.1% | 2,121 | +0.2% | 0.04% | +9.1% |
| Q4 2020 | $222,000 | -7.1% | 2,117 | -30.5% | 0.03% | -40.0% |
| Q1 2020 | $239,000 | -31.9% | 3,047 | -8.4% | 0.06% | -6.8% |
| Q4 2019 | $351,000 | +48.7% | 3,327 | +39.7% | 0.06% | +47.5% |
| Q3 2019 | $236,000 | +2.6% | 2,382 | +0.4% | 0.04% | -20.0% |
| Q2 2019 | $230,000 | +5.5% | 2,372 | +3.0% | 0.05% | -7.4% |
| Q1 2019 | $218,000 | – | 2,302 | – | 0.05% | – |
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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% |