WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |