WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 166 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $434,187 | -3.1% | 7,216 | 0.0% | 0.07% | +53.2% |
| Q2 2023 | $448,041 | +2.5% | 7,216 | 0.0% | 0.05% | -4.1% |
| Q1 2023 | $437,217 | -0.1% | 7,216 | 0.0% | 0.05% | -9.3% |
| Q4 2022 | $437,650 | +9.4% | 7,216 | -2.0% | 0.05% | -1.8% |
| Q3 2022 | $400,000 | -6.3% | 7,366 | 0.0% | 0.06% | -1.8% |
| Q2 2022 | $427,000 | -10.3% | 7,366 | 0.0% | 0.06% | +5.7% |
| Q1 2022 | $476,000 | -0.2% | 7,366 | 0.0% | 0.05% | +3.9% |
| Q4 2021 | $477,000 | +7.0% | 7,366 | +93.9% | 0.05% | -13.6% |
| Q3 2021 | $446,000 | -0.9% | 3,798 | 0.0% | 0.06% | -19.2% |
| Q2 2021 | $450,000 | +17.8% | 3,798 | +12.4% | 0.07% | -6.4% |
| Q1 2021 | $382,000 | 0.0% | 3,378 | -7.3% | 0.08% | -33.9% |
| Q4 2020 | $382,000 | – | 3,643 | – | 0.12% | – |
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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% |