WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 128 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $407,000 | -72.3% | 7,504 | -70.4% | 0.02% | -71.6% |
| Q2 2022 | $1,471,000 | -24.8% | 25,393 | -16.1% | 0.08% | -28.9% |
| Q1 2022 | $1,955,000 | -35.9% | 30,275 | -35.7% | 0.11% | -39.4% |
| Q4 2021 | $3,049,000 | +10.2% | 47,103 | +99.9% | 0.19% | -1.6% |
| Q3 2021 | $2,767,000 | -8.6% | 23,562 | -7.8% | 0.19% | -14.7% |
| Q2 2021 | $3,028,000 | +3.9% | 25,560 | -0.9% | 0.22% | -20.3% |
| Q1 2021 | $2,915,000 | +6.2% | 25,791 | -1.4% | 0.28% | -1.1% |
| Q4 2020 | $2,744,000 | +17.8% | 26,166 | +5.6% | 0.28% | -0.7% |
| Q3 2020 | $2,329,000 | +6.6% | 24,783 | +2.2% | 0.29% | -20.1% |
| Q2 2020 | $2,185,000 | +307.6% | 24,245 | +74.0% | 0.36% | +79.0% |
| Q4 2018 | $536,000 | – | 13,936 | – | 0.20% | – |
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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% |