WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 150 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $395,662 | -22.1% | 5,586 | -22.3% | 0.04% | -22.8% |
| Q1 2024 | $508,194 | +8.2% | 7,186 | 0.0% | 0.06% | 0.0% |
| Q4 2023 | $469,821 | +6.7% | 7,186 | -1.8% | 0.06% | -3.4% |
| Q3 2023 | $440,204 | -9.3% | 7,316 | -6.4% | 0.06% | -9.2% |
| Q2 2023 | $485,295 | +2.5% | 7,816 | 0.0% | 0.06% | -4.4% |
| Q1 2023 | $473,571 | -0.1% | 7,816 | 0.0% | 0.07% | -10.5% |
| Q4 2022 | $474,040 | +11.8% | 7,816 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $424,000 | -4.7% | 7,816 | +1.7% | 0.08% | +5.6% |
| Q2 2022 | $445,000 | -37.8% | 7,686 | -30.7% | 0.07% | -34.5% |
| Q1 2022 | $716,000 | -0.3% | 11,092 | 0.0% | 0.11% | +11.1% |
| Q4 2021 | $718,000 | – | 11,092 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tillar-Wenstrup Advisors, LLC | 97,615 | $7,144,000 | 6.47% |
| JFS WEALTH ADVISORS, LLC | 151,451 | $11,085,000 | 5.69% |
| LVZ, Inc. | 19,174 | $1,430,000 | 0.80% |
| SONATA CAPITAL GROUP INC | 10,060 | $736,000 | 0.63% |
| CUTLER INVESTMENT COUNSEL LLC | 18,819 | $1,377,000 | 0.45% |
| J.P. Turner & Co Capital Mnagement, LLC | 7,808 | $571,000 | 0.44% |
| Investors Capital Advisory Services | 30,833 | $2,256,000 | 0.41% |
| Concert Wealth Management Inc. | 24,874 | $1,821,000 | 0.24% |
| WADE G W & INC | 15,013 | $1,099,000 | 0.22% |
| BENEDICT FINANCIAL ADVISORS INC | 4,150 | $306,000 | 0.20% |