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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,531,159 | +34.9% | 58,676 | +39.2% | 0.01% | 0.0% |
| Q2 2023 | $2,617,125 | -2.9% | 42,141 | -5.2% | 0.01% | 0.0% |
| Q1 2023 | $2,695,182 | -12.4% | 44,471 | -12.3% | 0.01% | -16.7% |
| Q4 2022 | $3,077,560 | +27.8% | 50,725 | +14.2% | 0.01% | 0.0% |
| Q3 2022 | $2,409,000 | -6.8% | 44,399 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $2,585,000 | -9.6% | 44,613 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $2,861,000 | +71.9% | 44,288 | +72.3% | 0.01% | +100.0% |
| Q4 2021 | $1,664,000 | +7.6% | 25,701 | +95.5% | 0.00% | 0.0% |
| Q3 2021 | $1,546,000 | +8.9% | 13,148 | +9.9% | 0.00% | 0.0% |
| Q2 2021 | $1,420,000 | -16.4% | 11,962 | -20.3% | 0.00% | -25.0% |
| Q1 2021 | $1,698,000 | +0.2% | 15,003 | -7.1% | 0.00% | -20.0% |
| Q4 2020 | $1,695,000 | -78.0% | 16,152 | -80.3% | 0.01% | -78.3% |
| Q3 2020 | $7,719,000 | +20.2% | 82,155 | +15.3% | 0.02% | +4.5% |
| Q2 2020 | $6,423,000 | +396.8% | 71,253 | -87.8% | 0.02% | +340.0% |
| Q1 2020 | $1,293,000 | – | 583,433 | – | 0.01% | – |
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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% |