Blue Trust, Inc. - WISDOMTREE TR ownership

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
Blue Trust, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$62
+3.3%
9960.0%0.00%0.0%
Q2 2023$600.0%9960.0%0.00%0.0%
Q1 2023$60
+11.1%
9960.0%0.00%0.0%
Q4 2022$54
-99.8%
996
+137.7%
0.00%
Q3 2022$24,000
-11.1%
4190.0%0.00%
Q2 2022$27,0004190.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
JFS WEALTH ADVISORS, LLC 64,757$5,262,0001.42%
Clearwater Capital Advisors, LLC 41,973$3,434,0001.19%
LCNB CORP 12,744$1,035,0001.02%
Clearstead Advisors, LLC 47,133$3,830,0000.62%
SONATA CAPITAL GROUP INC 9,690$787,0000.61%
CUTLER INVESTMENT COUNSEL LLC 23,416$1,903,0000.49%
Concert Wealth Management Inc. 14,265$1,159,0000.26%
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 19,430$1,579,0000.22%
Windsor Financial Group, LLC 5,407$439,0000.21%
TRADITION CAPITAL MANAGEMENT LLC 7,346$596,0000.20%
View complete list of WISDOMTREE TR shareholders