WISDOMTREE TR's ticker is DTD and the CUSIP is 97717W109. A total of 130 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $50,000 | +400.0% | 422 | +309.7% | 0.00% | – |
| Q3 2019 | $10,000 | -9.1% | 103 | -8.8% | 0.00% | – |
| Q2 2019 | $11,000 | 0.0% | 113 | 0.0% | 0.00% | – |
| Q1 2019 | $11,000 | +10.0% | 113 | 0.0% | 0.00% | – |
| Q4 2018 | $10,000 | -9.1% | 113 | 0.0% | 0.00% | – |
| Q3 2018 | $11,000 | +10.0% | 113 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | -44.4% | 113 | -43.5% | 0.00% | – |
| Q1 2018 | $18,000 | -5.3% | 200 | 0.0% | 0.00% | – |
| Q4 2017 | $19,000 | +5.6% | 200 | 0.0% | 0.00% | – |
| Q3 2017 | $18,000 | -75.7% | 200 | -80.0% | 0.00% | – |
| Q1 2016 | $74,000 | +2.8% | 1,000 | 0.0% | 0.00% | – |
| Q4 2015 | $72,000 | – | 1,000 | – | 0.00% | – |
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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% |