WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 106 filers reported holding WISDOMTREE TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $41,000 | 0.0% | 350 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $41,000 | +5.1% | 348 | +0.6% | 0.01% | -16.7% |
| Q1 2021 | $39,000 | +8.3% | 346 | +0.6% | 0.01% | 0.0% |
| Q4 2020 | $36,000 | +12.5% | 344 | +0.9% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 341 | +0.6% | 0.01% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 339 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $26,000 | -25.7% | 336 | +0.6% | 0.01% | 0.0% |
| Q4 2019 | $35,000 | +6.1% | 334 | +0.9% | 0.01% | -14.3% |
| Q3 2019 | $33,000 | +3.1% | 331 | +0.6% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | +3.2% | 329 | +0.6% | 0.01% | -12.5% |
| Q1 2019 | $31,000 | +14.8% | 327 | +0.6% | 0.01% | +14.3% |
| Q4 2018 | $27,000 | -12.9% | 325 | +0.9% | 0.01% | -12.5% |
| Q3 2018 | $31,000 | +6.9% | 322 | +0.6% | 0.01% | 0.0% |
| Q2 2018 | $29,000 | +3.6% | 320 | +0.6% | 0.01% | 0.0% |
| Q1 2018 | $28,000 | -6.7% | 318 | +0.6% | 0.01% | -20.0% |
| Q4 2017 | $30,000 | – | 316 | – | 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% |