WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 165 filers reported holding WISDOMTREE TR in Q2 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 ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 289,537 | $30,358,000 | 3.22% |
| Truadvice, LLC | 35,299 | $3,710,000 | 1.13% |
| Kendall Capital Management | 12,840 | $1,346,000 | 0.98% |
| LCNB CORP | 10,219 | $1,071,000 | 0.61% |
| SONATA CAPITAL GROUP INC | 11,320 | $1,187,000 | 0.59% |
| Capital Advisory Group Advisory Services, LLC | 10,215 | $1,071,000 | 0.45% |
| CUTLER INVESTMENT COUNSEL LLC | 19,761 | $2,072,000 | 0.38% |
| EPIQ PARTNERS, LLC | 3,950 | $414,000 | 0.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 26,166 | $2,744,000 | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11,605 | $1,217,000 | 0.26% |