WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 78,070 | $5,574,000 | 5.15% |
| Dorsey Wright & Associates | 442,993 | $31,625,000 | 4.42% |
| Arrow Investment Advisors, LLC | 312,100 | $22,281,000 | 4.03% |
| JFS WEALTH ADVISORS, LLC | 162,695 | $11,615,000 | 2.03% |
| WADE G W & INC | 16,430 | $1,173,000 | 0.34% |
| Investors Capital Advisory Services | 22,912 | $1,635,000 | 0.32% |
| Concert Wealth Management Inc. | 22,200 | $1,582,000 | 0.21% |
| Windsor Financial Group, LLC | 4,710 | $336,000 | 0.16% |
| B. Riley Wealth Management, Inc. | 2,322 | $165,000 | 0.12% |
| LPL Financial LLC | 266,709 | $18,822,000 | 0.11% |