WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,838 | -3.9% | 11,930 | -0.8% | 0.03% | -3.6% |
| Q2 2023 | $746,691 | +2.7% | 12,026 | +0.2% | 0.03% | 0.0% |
| Q1 2023 | $727,261 | +115155.3% | 12,003 | +15.3% | 0.03% | -20.0% |
| Q4 2022 | $631 | -99.9% | 10,410 | +0.3% | 0.04% | +2.9% |
| Q3 2022 | $563,000 | -26.9% | 10,382 | -22.0% | 0.03% | +6.2% |
| Q2 2022 | $770,000 | -10.2% | 13,305 | +0.2% | 0.03% | +39.1% |
| Q1 2022 | $857,000 | -0.2% | 13,277 | +0.1% | 0.02% | +21.1% |
| Q4 2021 | $859,000 | -4.7% | 13,263 | +72.9% | 0.02% | -20.8% |
| Q3 2021 | $901,000 | -0.4% | 7,669 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $905,000 | +5.0% | 7,634 | +0.1% | 0.02% | +4.3% |
| Q1 2021 | $862,000 | – | 7,624 | – | 0.02% | – |
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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% |