WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 154 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $206,000 | -37.0% | 205,678 | +3539.0% | 0.05% | -6.0% |
| Q2 2022 | $327,000 | +5350.0% | 5,652 | -98.5% | 0.05% | +92.3% |
| Q1 2022 | $6,000 | -98.3% | 364,893 | +6356.0% | 0.03% | -45.8% |
| Q4 2021 | $360,000 | +8.4% | 5,652 | +100.0% | 0.05% | +6.7% |
| Q3 2021 | $332,000 | +12.2% | 2,826 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $296,000 | – | 2,826 | – | 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% |