WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,355,000 | +0.8% | 65,040 | +2.8% | 0.00% | 0.0% |
| Q2 2023 | $2,336,000 | -1.8% | 63,242 | +0.1% | 0.00% | 0.0% |
| Q1 2023 | $2,378,000 | +51.3% | 63,161 | +44.1% | 0.00% | – |
| Q4 2022 | $1,572,000 | +30.1% | 43,823 | +10.0% | 0.00% | – |
| Q3 2022 | $1,208,000 | +122.5% | 39,854 | +153.9% | 0.00% | – |
| Q2 2022 | $543,000 | +8.0% | 15,697 | +24.1% | 0.00% | – |
| Q1 2022 | $503,000 | 0.0% | 12,651 | -2.6% | 0.00% | – |
| Q4 2021 | $503,000 | -1.2% | 12,990 | -3.4% | 0.00% | – |
| Q3 2021 | $509,000 | -22.5% | 13,441 | -19.0% | 0.00% | – |
| Q2 2021 | $657,000 | -6.8% | 16,589 | -7.5% | 0.00% | – |
| Q1 2021 | $705,000 | -21.0% | 17,929 | -24.7% | 0.00% | – |
| Q4 2020 | $892,000 | +0.6% | 23,824 | -11.6% | 0.00% | – |
| Q3 2020 | $887,000 | -38.2% | 26,938 | -38.1% | 0.00% | -100.0% |
| Q2 2020 | $1,436,000 | -11.5% | 43,548 | -20.9% | 0.00% | 0.0% |
| Q1 2020 | $1,622,000 | -31.4% | 55,042 | -2.1% | 0.00% | 0.0% |
| Q4 2019 | $2,364,000 | -7.1% | 56,248 | -13.8% | 0.00% | 0.0% |
| Q3 2019 | $2,545,000 | -4.9% | 65,238 | -1.5% | 0.00% | 0.0% |
| Q2 2019 | $2,675,000 | +2.1% | 66,240 | +1.8% | 0.00% | 0.0% |
| Q1 2019 | $2,620,000 | -73.8% | 65,070 | -75.8% | 0.00% | -80.0% |
| Q4 2018 | $9,988,000 | +357.5% | 269,139 | +415.1% | 0.01% | +400.0% |
| Q3 2018 | $2,183,000 | +3.6% | 52,250 | +2.6% | 0.00% | 0.0% |
| Q2 2018 | $2,108,000 | -0.8% | 50,927 | +4.4% | 0.00% | 0.0% |
| Q1 2018 | $2,125,000 | +68.4% | 48,775 | +71.6% | 0.00% | 0.0% |
| Q4 2017 | $1,262,000 | +189.4% | 28,431 | +185.8% | 0.00% | – |
| Q3 2017 | $436,000 | +46.8% | 9,947 | +40.1% | 0.00% | – |
| Q2 2017 | $297,000 | -15.6% | 7,098 | -18.1% | 0.00% | – |
| Q1 2017 | $352,000 | +17.3% | 8,670 | +10.1% | 0.00% | – |
| Q4 2016 | $300,000 | -2.3% | 7,876 | -1.8% | 0.00% | – |
| Q3 2016 | $307,000 | +5.9% | 8,020 | +0.6% | 0.00% | – |
| Q2 2016 | $290,000 | -9.7% | 7,970 | -7.2% | 0.00% | – |
| Q1 2016 | $321,000 | +1.3% | 8,590 | +2.1% | 0.00% | – |
| Q4 2015 | $317,000 | -7.0% | 8,410 | -7.6% | 0.00% | – |
| Q3 2015 | $341,000 | -25.5% | 9,105 | -16.0% | 0.00% | – |
| Q2 2015 | $458,000 | -55.9% | 10,836 | -54.9% | 0.00% | -100.0% |
| Q1 2015 | $1,038,000 | +160.2% | 24,009 | +154.1% | 0.00% | – |
| Q4 2014 | $399,000 | +16.3% | 9,450 | +25.2% | 0.00% | – |
| Q3 2014 | $343,000 | -50.9% | 7,548 | -46.9% | 0.00% | – |
| Q2 2014 | $698,000 | -67.8% | 14,219 | -68.7% | 0.00% | -100.0% |
| Q1 2014 | $2,168,000 | +942.3% | 45,393 | +938.0% | 0.00% | – |
| Q4 2013 | $208,000 | -92.3% | 4,373 | -92.7% | 0.00% | -100.0% |
| Q3 2013 | $2,691,000 | +1625.0% | 59,849 | +1428.7% | 0.00% | – |
| Q2 2013 | $156,000 | – | 3,915 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |