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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $29,273 | +0.5% | 483 | +0.6% | 0.02% | -5.9% |
| Q4 2022 | $29,126 | +16.5% | 480 | +3.2% | 0.02% | +13.3% |
| Q3 2022 | $25,000 | -3.8% | 465 | +2.2% | 0.02% | -6.2% |
| Q2 2022 | $26,000 | -7.1% | 455 | +4.1% | 0.02% | +14.3% |
| Q1 2022 | $28,000 | +7.7% | 437 | +10.6% | 0.01% | +16.7% |
| Q4 2021 | $26,000 | +13.0% | 395 | +101.5% | 0.01% | -14.3% |
| Q3 2021 | $23,000 | +91.7% | 196 | +100.0% | 0.01% | +100.0% |
| Q2 2021 | $12,000 | – | 98 | – | 0.01% | – |
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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% |