WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $200,854 | -5.3% | 5,335 | +0.2% | 0.02% | +4.8% |
Q1 2022 | $212,000 | +2.9% | 5,326 | +0.0% | 0.02% | +10.5% |
Q4 2021 | $206,000 | +2.0% | 5,325 | +0.0% | 0.02% | 0.0% |
Q3 2021 | $202,000 | -6.0% | 5,324 | -2.0% | 0.02% | -5.0% |
Q2 2021 | $215,000 | +0.9% | 5,433 | +0.0% | 0.02% | -9.1% |
Q1 2021 | $213,000 | +4.9% | 5,431 | +0.0% | 0.02% | 0.0% |
Q4 2020 | $203,000 | -11.0% | 5,430 | +0.1% | 0.02% | -18.5% |
Q4 2019 | $228,000 | +10.7% | 5,424 | +0.0% | 0.03% | 0.0% |
Q3 2019 | $206,000 | -5.9% | 5,423 | +0.0% | 0.03% | -3.6% |
Q2 2019 | $219,000 | +0.5% | 5,422 | +0.0% | 0.03% | 0.0% |
Q1 2019 | $218,000 | +8.5% | 5,420 | +0.0% | 0.03% | -3.4% |
Q4 2018 | $201,000 | -42.1% | 5,419 | -34.7% | 0.03% | -31.0% |
Q3 2018 | $347,000 | -1.4% | 8,296 | -2.3% | 0.04% | -6.7% |
Q2 2018 | $352,000 | -4.9% | 8,495 | +0.0% | 0.04% | -8.2% |
Q1 2018 | $370,000 | -1.9% | 8,493 | +0.0% | 0.05% | +2.1% |
Q4 2017 | $377,000 | +1.3% | 8,492 | +0.0% | 0.05% | -7.7% |
Q3 2017 | $372,000 | +5.1% | 8,491 | +0.0% | 0.05% | -14.8% |
Q2 2017 | $354,000 | +2.6% | 8,490 | +0.0% | 0.06% | 0.0% |
Q1 2017 | $345,000 | +6.8% | 8,488 | 0.0% | 0.06% | -1.6% |
Q4 2016 | $323,000 | -0.6% | 8,488 | +0.0% | 0.06% | -3.1% |
Q3 2016 | $325,000 | +6.6% | 8,487 | +1.3% | 0.06% | +4.9% |
Q2 2016 | $305,000 | -9.8% | 8,377 | -7.4% | 0.06% | -12.9% |
Q1 2016 | $338,000 | -0.9% | 9,044 | 0.0% | 0.07% | -4.1% |
Q4 2015 | $341,000 | +0.6% | 9,044 | 0.0% | 0.07% | -2.7% |
Q3 2015 | $339,000 | -11.3% | 9,044 | 0.0% | 0.08% | -2.6% |
Q2 2015 | $382,000 | -2.3% | 9,044 | 0.0% | 0.08% | 0.0% |
Q1 2015 | $391,000 | +2.1% | 9,044 | 0.0% | 0.08% | 0.0% |
Q4 2014 | $383,000 | +25.6% | 9,044 | +35.0% | 0.08% | +24.2% |
Q3 2014 | $305,000 | -7.3% | 6,701 | 0.0% | 0.06% | -4.6% |
Q2 2014 | $329,000 | -1.5% | 6,701 | -4.3% | 0.06% | -5.8% |
Q1 2014 | $334,000 | +11.7% | 7,001 | +11.0% | 0.07% | +7.8% |
Q4 2013 | $299,000 | +21.1% | 6,310 | +15.0% | 0.06% | +12.3% |
Q3 2013 | $247,000 | +12.8% | 5,485 | 0.0% | 0.06% | +3.6% |
Q2 2013 | $219,000 | – | 5,485 | – | 0.06% | – |
Download |
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% |