WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 170 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $354,935 | -0.1% | 5,858 | 0.0% | 0.16% | -4.3% |
| Q4 2022 | $355,287 | +12.1% | 5,858 | +0.3% | 0.16% | -3.0% |
| Q3 2022 | $316,926 | -5.7% | 5,841 | +0.6% | 0.17% | -2.3% |
| Q2 2022 | $336,191 | -9.7% | 5,805 | +0.6% | 0.17% | -14.5% |
| Q1 2022 | $372,425 | +0.0% | 5,769 | +0.3% | 0.20% | -5.2% |
| Q4 2021 | $372,313 | – | 5,751 | – | 0.21% | – |
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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% |