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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $175,215 | -52.1% | 2,912 | -29.3% | 0.00% | -66.7% |
| Q3 2017 | $366,000 | -13.9% | 4,121 | -17.0% | 0.00% | 0.0% |
| Q2 2017 | $425,000 | -0.7% | 4,965 | -1.9% | 0.00% | 0.0% |
| Q1 2017 | $428,000 | -0.9% | 5,062 | -4.2% | 0.00% | 0.0% |
| Q4 2016 | $432,000 | -36.9% | 5,286 | -40.3% | 0.00% | -50.0% |
| Q3 2016 | $685,000 | -3.7% | 8,850 | -1.9% | 0.01% | 0.0% |
| Q2 2016 | $711,000 | -1.5% | 9,022 | -6.4% | 0.01% | 0.0% |
| Q1 2016 | $722,000 | -37.9% | 9,634 | -43.7% | 0.01% | -45.5% |
| Q4 2015 | $1,162,000 | -28.9% | 17,118 | -28.9% | 0.01% | -26.7% |
| Q3 2015 | $1,634,000 | -51.0% | 24,065 | -47.1% | 0.02% | +7.1% |
| Q2 2015 | $3,332,000 | +216.4% | 45,534 | +221.0% | 0.01% | +55.6% |
| Q1 2015 | $1,053,000 | -18.1% | 14,186 | -17.5% | 0.01% | +50.0% |
| Q4 2014 | $1,286,000 | – | 17,198 | – | 0.01% | – |
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% |