WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 138 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,562 | -3.8% | 42,581 | -0.7% | 0.01% | 0.0% |
Q2 2023 | $2,662 | +1.7% | 42,866 | -0.8% | 0.01% | 0.0% |
Q1 2023 | $2,617 | -0.9% | 43,196 | -0.8% | 0.01% | -16.7% |
Q4 2022 | $2,640 | -99.9% | 43,544 | +9.3% | 0.01% | 0.0% |
Q3 2022 | $2,160,000 | +6.1% | 39,823 | +13.3% | 0.01% | +20.0% |
Q2 2022 | $2,035,000 | -18.3% | 35,145 | -8.9% | 0.01% | -16.7% |
Q1 2022 | $2,490,000 | +1.8% | 38,574 | +2.1% | 0.01% | 0.0% |
Q4 2021 | $2,445,000 | +10.6% | 37,780 | +100.7% | 0.01% | 0.0% |
Q3 2021 | $2,210,000 | +0.7% | 18,822 | +1.6% | 0.01% | 0.0% |
Q2 2021 | $2,195,000 | +1.7% | 18,532 | -3.0% | 0.01% | 0.0% |
Q1 2021 | $2,159,000 | -44.9% | 19,101 | -48.9% | 0.01% | -50.0% |
Q4 2020 | $3,915,000 | +68.3% | 37,345 | +50.9% | 0.01% | +50.0% |
Q3 2020 | $2,326,000 | -3.4% | 24,756 | -7.4% | 0.01% | -11.1% |
Q2 2020 | $2,408,000 | -13.6% | 26,732 | -24.9% | 0.01% | -30.8% |
Q1 2020 | $2,786,000 | -36.8% | 35,574 | -14.8% | 0.01% | -23.5% |
Q4 2019 | $4,406,000 | +30.9% | 41,743 | +22.9% | 0.02% | +21.4% |
Q3 2019 | $3,367,000 | +6.7% | 33,975 | +4.6% | 0.01% | 0.0% |
Q2 2019 | $3,156,000 | +2.6% | 32,486 | -0.0% | 0.01% | 0.0% |
Q1 2019 | $3,075,000 | +11.8% | 32,501 | +0.0% | 0.01% | -6.7% |
Q4 2018 | $2,750,000 | -8.5% | 32,499 | +3.9% | 0.02% | +7.1% |
Q3 2018 | $3,004,000 | +5.7% | 31,283 | +0.3% | 0.01% | -6.7% |
Q2 2018 | $2,843,000 | +1.4% | 31,193 | -0.9% | 0.02% | 0.0% |
Q1 2018 | $2,804,000 | -0.4% | 31,469 | +3.9% | 0.02% | 0.0% |
Q4 2017 | $2,815,000 | – | 30,283 | – | 0.02% | – |
Download |
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% |