Sound Income Strategies, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,610
-3.1%
600.0%0.00%
Q2 2023$3,725
+2.5%
600.0%0.00%
Q1 2023$3,635
-0.1%
600.0%0.00%
Q4 2022$3,639
-54.5%
60
-61.3%
0.00%
-100.0%
Q3 2022$8,000
-11.1%
155
+0.6%
0.00%0.0%
Q2 2022$9,000
+125.0%
154
+156.7%
0.00%
Q1 2022$4,0000.0%600.0%0.00%
Q4 2021$4,0000.0%60
+100.0%
0.00%
-100.0%
Q3 2021$4,0000.0%300.0%0.00%0.0%
Q2 2021$4,000
-99.9%
30
-55.2%
0.00%0.0%
Q1 2021$7,574,000
+108100.0%
670.0%0.00%
-50.0%
Q4 2020$7,000
+16.7%
670.0%0.00%0.0%
Q3 2020$6,0000.0%670.0%0.00%0.0%
Q2 2020$6,000
+20.0%
670.0%0.00%0.0%
Q1 2020$5,000
-64.3%
67
-50.0%
0.00%0.0%
Q4 2019$14,000
+100.0%
134
+100.0%
0.00%0.0%
Q3 2019$7,000
-36.4%
67
-42.7%
0.00%
-50.0%
Q2 2019$11,0000.0%1170.0%0.00%
-20.0%
Q1 2019$11,000
+10.0%
1170.0%0.01%0.0%
Q4 2018$10,000
-9.1%
1170.0%0.01%0.0%
Q3 2018$11,0000.0%1170.0%0.01%
-16.7%
Q2 2018$11,000
+10.0%
1170.0%0.01%
-14.3%
Q1 2018$10,000
-9.1%
1170.0%0.01%0.0%
Q4 2017$11,0001170.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders