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 2023 | $6,447,396 | +1.8% | 107,153 | +5.0% | 0.06% | 0.0% |
| Q2 2023 | $6,335,974 | +4.5% | 102,045 | +2.0% | 0.06% | -4.5% |
| Q1 2023 | $6,064,417 | +1.9% | 100,089 | +2.0% | 0.07% | +24.5% |
| Q4 2022 | $5,952,979 | -99.9% | 98,153 | -44.6% | 0.05% | +3.9% |
| Q3 2022 | $4,811,807,000 | +99010.3% | 177,166 | +111.3% | 0.05% | +2.0% |
| Q2 2022 | $4,855,000 | -2.8% | 83,838 | +8.3% | 0.05% | -3.8% |
| Q1 2022 | $4,996,000 | +8.5% | 77,383 | +8.8% | 0.05% | +10.6% |
| Q4 2021 | $4,604,000 | +14.9% | 71,113 | +108.4% | 0.05% | +17.5% |
| Q3 2021 | $4,006,000 | +1.4% | 34,121 | +2.3% | 0.04% | -11.1% |
| Q2 2021 | $3,950,000 | +10.0% | 33,340 | +5.0% | 0.04% | -2.2% |
| Q1 2021 | $3,590,000 | +10.6% | 31,756 | +1.9% | 0.05% | +21.1% |
| Q4 2020 | $3,246,000 | -99.9% | 31,153 | +7.3% | 0.04% | -25.5% |
| Q3 2020 | $2,733,000,000 | – | 29,039 | – | 0.05% | – |
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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% |