WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,008,555 | -3.4% | 282,675 | -0.3% | 1.16% | -5.1% |
| Q2 2023 | $17,607,793 | -39.2% | 283,585 | -40.7% | 1.22% | -44.1% |
| Q1 2023 | $28,977,214 | -10.0% | 478,251 | -9.9% | 2.19% | -19.7% |
| Q4 2022 | $32,198,626 | +11.8% | 530,892 | +0.0% | 2.73% | +1.7% |
| Q3 2022 | $28,802,000 | -7.8% | 530,815 | -1.6% | 2.68% | -1.8% |
| Q2 2022 | $31,247,000 | -10.8% | 539,572 | -0.5% | 2.73% | +2.0% |
| Q1 2022 | $35,026,000 | -0.3% | 542,542 | -0.1% | 2.68% | -1.8% |
| Q4 2021 | $35,144,000 | +9.6% | 542,855 | +98.9% | 2.73% | -2.4% |
| Q3 2021 | $32,054,000 | -1.0% | 272,986 | -0.1% | 2.80% | -1.9% |
| Q2 2021 | $32,363,000 | +6.6% | 273,154 | -5.7% | 2.85% | -11.6% |
| Q4 2020 | $30,358,000 | +6.9% | 289,537 | -4.2% | 3.22% | +2.8% |
| Q3 2020 | $28,393,000 | -2.0% | 302,190 | -6.0% | 3.13% | -12.9% |
| Q2 2020 | $28,981,000 | -4.9% | 321,616 | -17.3% | 3.60% | -20.9% |
| Q1 2020 | $30,460,000 | -28.9% | 388,920 | -4.2% | 4.55% | -3.5% |
| Q4 2019 | $42,849,000 | +5.5% | 405,884 | -0.9% | 4.72% | -5.8% |
| Q3 2019 | $40,606,000 | +2.7% | 409,712 | +0.6% | 5.01% | +2.5% |
| Q2 2019 | $39,555,000 | – | 407,071 | – | 4.88% | – |
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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% |