WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 3 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,181,053 | +9.5% | 18,064 | +0.7% | 0.62% | -4.0% |
| Q3 2023 | $1,078,938 | -2.5% | 17,932 | +0.6% | 0.64% | -16.9% |
| Q2 2023 | $1,106,302 | +3.1% | 17,818 | +0.6% | 0.77% | -4.9% |
| Q1 2023 | $1,073,046 | +0.5% | 17,710 | +0.6% | 0.81% | -8.0% |
| Q4 2022 | $1,067,609 | +12.6% | 17,603 | +0.8% | 0.88% | +1.0% |
| Q3 2022 | $948,000 | -5.6% | 17,471 | +0.7% | 0.88% | -5.0% |
| Q2 2022 | $1,004,000 | -9.6% | 17,344 | +0.8% | 0.92% | +13.0% |
| Q1 2022 | $1,111,000 | +0.1% | 17,213 | +0.4% | 0.82% | -2.0% |
| Q4 2021 | $1,110,000 | – | 17,149 | – | 0.83% | – |
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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% |