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 | $462,467 | -3.1% | 7,686 | 0.0% | 0.19% | +1.0% |
| Q2 2023 | $477,224 | +2.5% | 7,686 | 0.0% | 0.19% | -3.5% |
| Q1 2023 | $465,695 | -0.1% | 7,686 | 0.0% | 0.20% | -6.6% |
| Q4 2022 | $466,156 | +11.8% | 7,686 | 0.0% | 0.21% | +6.5% |
| Q3 2022 | $417,000 | -6.3% | 7,686 | 0.0% | 0.20% | -7.0% |
| Q2 2022 | $445,000 | -10.3% | 7,686 | 0.0% | 0.21% | +1.9% |
| Q1 2022 | $496,000 | -0.4% | 7,686 | 0.0% | 0.21% | +1.4% |
| Q4 2021 | $498,000 | +10.4% | 7,686 | +100.0% | 0.21% | 0.0% |
| Q3 2021 | $451,000 | -0.9% | 3,843 | 0.0% | 0.21% | -2.8% |
| Q2 2021 | $455,000 | +3.4% | 3,843 | -1.3% | 0.21% | -8.6% |
| Q1 2021 | $440,000 | +7.8% | 3,895 | 0.0% | 0.23% | 0.0% |
| Q4 2020 | $408,000 | +8.8% | 3,895 | -2.3% | 0.23% | -0.4% |
| Q3 2020 | $375,000 | +4.5% | 3,988 | 0.0% | 0.23% | -3.7% |
| Q2 2020 | $359,000 | +15.1% | 3,988 | 0.0% | 0.24% | -3.6% |
| Q1 2020 | $312,000 | -35.5% | 3,988 | -13.1% | 0.25% | -25.2% |
| Q4 2019 | $484,000 | +6.4% | 4,588 | 0.0% | 0.34% | -0.9% |
| Q3 2019 | $455,000 | -5.0% | 4,588 | -6.9% | 0.34% | -7.6% |
| Q2 2019 | $479,000 | +2.8% | 4,927 | 0.0% | 0.37% | -1.1% |
| Q1 2019 | $466,000 | +11.8% | 4,927 | 0.0% | 0.37% | +3.3% |
| Q4 2018 | $417,000 | -11.8% | 4,927 | 0.0% | 0.36% | -9.8% |
| Q3 2018 | $473,000 | -6.0% | 4,927 | -10.7% | 0.40% | -14.6% |
| Q2 2018 | $503,000 | -3.6% | 5,517 | -5.9% | 0.47% | -10.4% |
| Q1 2018 | $522,000 | -4.2% | 5,862 | 0.0% | 0.52% | -6.6% |
| Q4 2017 | $545,000 | – | 5,862 | – | 0.56% | – |
Download | ||||||
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% |