WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,600 | +1546.1% | 5,644 | +2139.7% | 0.00% | – |
| Q2 2023 | $20,631 | -57.6% | 252 | -68.6% | 0.00% | – |
| Q1 2023 | $48,654 | -26.9% | 803 | -26.9% | 0.00% | – |
| Q4 2022 | $66,594 | -52.8% | 1,098 | -57.7% | 0.00% | -100.0% |
| Q3 2022 | $141,000 | +386.2% | 2,595 | +420.0% | 0.00% | – |
| Q2 2022 | $29,000 | -80.8% | 499 | -78.7% | 0.00% | -100.0% |
| Q1 2022 | $151,000 | -59.7% | 2,346 | -59.5% | 0.00% | -66.7% |
| Q4 2021 | $375,000 | +357.3% | 5,789 | +731.8% | 0.00% | +200.0% |
| Q3 2021 | $82,000 | +203.7% | 696 | +205.3% | 0.00% | – |
| Q2 2021 | $27,000 | – | 228 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| JD Financial Services Inc. | 37,314 | $4,381,000 | 4.00% |
| Connecticut Wealth Management, LLC | 272,986 | $32,054,000 | 2.80% |
| Kendall Capital Management | 10,940 | $1,285,000 | 0.70% |
| Capital Advisory Group Advisory Services, LLC | 14,558 | $1,709,000 | 0.62% |
| Certified Advisory Corp | 19,513 | $2,291,000 | 0.56% |
| LCNB CORP | 9,019 | $1,059,000 | 0.54% |
| SONATA CAPITAL GROUP INC | 9,320 | $1,094,000 | 0.49% |
| MOSELEY INVESTMENT MANAGEMENT INC | 4,110 | $488,000 | 0.24% |
| Gradient Capital Advisors, LLC | 3,843 | $451,000 | 0.21% |
| Blue Barn Wealth, LLC | 2,002 | $235,000 | 0.21% |