WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 157 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $442,184 | -1.9% | 6,243 | -2.0% | 0.20% | -5.3% |
| Q1 2024 | $450,609 | +4.2% | 6,372 | -3.7% | 0.21% | -6.3% |
| Q4 2023 | $432,593 | +9.5% | 6,617 | +0.7% | 0.22% | -3.1% |
| Q3 2023 | $395,191 | -2.5% | 6,568 | +0.6% | 0.23% | -0.9% |
| Q2 2023 | $405,213 | +3.1% | 6,526 | +0.6% | 0.23% | -18.9% |
| Q1 2023 | $393,032 | +0.5% | 6,487 | +0.6% | 0.28% | -9.5% |
| Q4 2022 | $391,041 | -2.7% | 6,447 | -12.9% | 0.32% | -13.0% |
| Q3 2022 | $402,000 | -5.6% | 7,405 | +0.7% | 0.36% | -6.5% |
| Q2 2022 | $426,000 | -9.6% | 7,351 | +0.8% | 0.39% | -1.0% |
| Q1 2022 | $471,000 | 0.0% | 7,295 | +0.4% | 0.39% | -1.3% |
| Q4 2021 | $471,000 | – | 7,268 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Connecticut Wealth Management, LLC | 289,537 | $30,358,000 | 3.22% |
| Truadvice, LLC | 35,299 | $3,710,000 | 1.13% |
| Kendall Capital Management | 12,840 | $1,346,000 | 0.98% |
| LCNB CORP | 10,219 | $1,071,000 | 0.61% |
| SONATA CAPITAL GROUP INC | 11,320 | $1,187,000 | 0.59% |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 10,215 | $1,071,000 | 0.45% |
| CUTLER INVESTMENT COUNSEL LLC | 19,761 | $2,072,000 | 0.38% |
| EPIQ PARTNERS, LLC | 3,950 | $414,000 | 0.29% |
| GREAT VALLEY ADVISOR GROUP, INC. | 26,166 | $2,744,000 | 0.28% |
| JFS WEALTH ADVISORS, LLC | 11,605 | $1,217,000 | 0.26% |