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 | $876,440 | +2.9% | 14,566 | +6.2% | 0.12% | +0.8% |
| Q2 2023 | $851,875 | +7.2% | 13,720 | +4.6% | 0.12% | -2.4% |
| Q1 2023 | $794,759 | +33.0% | 13,117 | +33.1% | 0.12% | +10.7% |
| Q4 2022 | $597,766 | +38.7% | 9,856 | +24.1% | 0.11% | +38.3% |
| Q3 2022 | $431,000 | +36.8% | 7,940 | +46.9% | 0.08% | +30.6% |
| Q2 2022 | $315,000 | +270.6% | 5,405 | +396.8% | 0.06% | +129.6% |
| Q1 2020 | $85,000 | -75.0% | 1,088 | -66.2% | 0.03% | -75.7% |
| Q4 2019 | $340,000 | – | 3,223 | – | 0.11% | – |
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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% |