WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $240,680 | -3.1% | 4,000 | 0.0% | 0.06% | +5.5% |
| Q2 2023 | $248,360 | -6.2% | 4,000 | -8.4% | 0.06% | -1.8% |
| Q1 2023 | $264,657 | -0.1% | 4,368 | 0.0% | 0.06% | 0.0% |
| Q4 2022 | $264,919 | -20.0% | 4,368 | -14.8% | 0.06% | -18.8% |
| Q1 2022 | $331,000 | -0.3% | 5,126 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $332,000 | +10.3% | 5,126 | +100.0% | 0.07% | +1.5% |
| Q3 2021 | $301,000 | -1.0% | 2,563 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $304,000 | -3.2% | 2,563 | -7.7% | 0.06% | -19.8% |
| Q1 2021 | $314,000 | +7.9% | 2,778 | 0.0% | 0.08% | +5.2% |
| Q4 2020 | $291,000 | +11.5% | 2,778 | 0.0% | 0.08% | -6.1% |
| Q3 2020 | $261,000 | +29.2% | 2,778 | +23.7% | 0.08% | +22.4% |
| Q2 2020 | $202,000 | – | 2,246 | – | 0.07% | – |
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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% |