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 | $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 ↓ |
|---|---|---|---|
| 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% |