WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 160 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,540,594 | -6.7% | 308,137 | -3.7% | 11.03% | -2.2% |
| Q2 2023 | $19,861,575 | +3.3% | 319,884 | +0.8% | 11.28% | -1.7% |
| Q1 2023 | $19,220,691 | +2.4% | 317,225 | +2.5% | 11.48% | -13.5% |
| Q4 2022 | $18,765,095 | +16.4% | 309,400 | +4.2% | 13.26% | -4.9% |
| Q3 2022 | $16,117,000 | -0.9% | 297,041 | +5.7% | 13.95% | +0.6% |
| Q2 2022 | $16,269,000 | -0.3% | 280,938 | +11.1% | 13.87% | +4.9% |
| Q1 2022 | $16,321,000 | -7.4% | 252,796 | -7.2% | 13.22% | -3.0% |
| Q4 2021 | $17,629,000 | – | 272,298 | – | 13.63% | – |
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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% |