WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 162 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 | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |