WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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% |