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 | $30,085 | -3.1% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $31,045 | +2.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $30,295 | -0.1% | 500 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $30,325 | -99.9% | 500 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $27,130,000 | -6.3% | 500 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $28,955,000 | -10.1% | 500 | 0.0% | 0.01% | +9.1% |
| Q1 2022 | $32,215,000 | -0.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $32,370,000 | +10.3% | 500 | +100.0% | 0.01% | 0.0% |
| Q3 2021 | $29,355,000 | -0.9% | 250 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $29,620,000 | +4.8% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $28,260,000 | +7.8% | 250 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $26,213,000 | +11.6% | 250 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $23,489,000 | +4.3% | 250 | 0.0% | 0.01% | -7.7% |
| Q2 2020 | $22,528,000 | +112540.0% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -23.1% | 250 | 0.0% | 0.01% | -7.1% |
| Q4 2019 | $26,000 | +4.0% | 250 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $25,000 | +4.2% | 250 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $24,000 | 0.0% | 250 | 0.0% | 0.02% | -6.2% |
| Q1 2019 | $24,000 | +14.3% | 250 | 0.0% | 0.02% | -11.1% |
| Q4 2018 | $21,000 | – | 250 | – | 0.02% | – |
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% |