WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,656,285 | -2.5% | 27,526 | +0.6% | 0.01% | -14.3% |
| Q2 2023 | $1,698,884 | +102987.6% | 27,361 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $1,648 | +332.5% | 27,199 | +332.3% | 0.01% | +250.0% |
| Q4 2022 | $381 | -99.9% | 6,292 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $340,000 | -6.3% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $363,000 | -10.1% | 6,272 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | -19.5% | 6,272 | -19.2% | 0.00% | 0.0% |
| Q4 2021 | $502,000 | +10.3% | 7,764 | +100.0% | 0.00% | 0.0% |
| Q3 2021 | $455,000 | +22.6% | 3,882 | +23.8% | 0.00% | 0.0% |
| Q2 2021 | $371,000 | +657.1% | 3,136 | +619.3% | 0.00% | – |
| Q1 2021 | $49,000 | +8.9% | 436 | 0.0% | 0.00% | – |
| Q4 2020 | $45,000 | +12.5% | 436 | 0.0% | 0.00% | – |
| Q3 2020 | $40,000 | +2.6% | 436 | 0.0% | 0.00% | – |
| Q2 2020 | $39,000 | +14.7% | 436 | 0.0% | 0.00% | – |
| Q1 2020 | $34,000 | -8.1% | 436 | +23.5% | 0.00% | – |
| Q4 2019 | $37,000 | – | 353 | – | 0.00% | – |
Download | ||||||
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% |