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 | $21,059 | -9.8% | 350 | -6.9% | 0.01% | 0.0% |
| Q2 2023 | $23,346 | +2.5% | 376 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $22,782 | -37.0% | 376 | -36.9% | 0.01% | -45.5% |
| Q4 2022 | $36,147 | +13.0% | 596 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $32,000 | -8.6% | 596 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $35,000 | -7.9% | 596 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $38,000 | -2.6% | 596 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $39,000 | +11.4% | 596 | +100.0% | 0.01% | +8.3% |
| Q3 2021 | $35,000 | -2.8% | 298 | 0.0% | 0.01% | -7.7% |
| Q2 2021 | $36,000 | -29.4% | 298 | -33.8% | 0.01% | -31.6% |
| Q1 2021 | $51,000 | +6.2% | 450 | 0.0% | 0.02% | -5.0% |
| Q4 2020 | $48,000 | +37.1% | 450 | +21.0% | 0.02% | +25.0% |
| Q3 2020 | $35,000 | +2.9% | 372 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $34,000 | +13.3% | 372 | 0.0% | 0.02% | -20.0% |
| Q1 2020 | $30,000 | – | 372 | – | 0.02% | – |
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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% |