WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 177 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |