WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 169 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $12,020 | +0.7% | 170 | +0.6% | 0.00% | -20.0% |
| Q1 2024 | $11,931 | +8.7% | 169 | +0.6% | 0.01% | +25.0% |
| Q4 2023 | $10,978 | +9.5% | 168 | +0.6% | 0.00% | -20.0% |
| Q3 2023 | $10,029 | -2.5% | 167 | +0.6% | 0.01% | 0.0% |
| Q2 2023 | $10,283 | +3.1% | 166 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $9,974 | +0.5% | 165 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $9,924 | +12.6% | 164 | +1.2% | 0.01% | 0.0% |
| Q3 2022 | $8,812 | -5.6% | 162 | +0.6% | 0.01% | 0.0% |
| Q2 2022 | $9,336 | – | 161 | – | 0.01% | – |
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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% |