WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318 | -3.9% | 8,785 | -2.0% | 0.04% | +2.3% |
| Q2 2023 | $331 | -3.8% | 8,960 | -1.9% | 0.04% | -8.3% |
| Q1 2023 | $344 | -3.9% | 9,135 | -8.5% | 0.05% | -7.7% |
| Q4 2022 | $358 | -99.9% | 9,985 | -4.1% | 0.05% | +8.3% |
| Q3 2022 | $316,000 | -35.9% | 10,410 | -27.0% | 0.05% | -32.4% |
| Q2 2022 | $493,000 | -13.8% | 14,255 | -0.9% | 0.07% | -6.6% |
| Q1 2022 | $572,000 | +2.5% | 14,380 | -0.2% | 0.08% | +2.7% |
| Q4 2021 | $558,000 | -3.0% | 14,405 | -5.1% | 0.07% | -14.9% |
| Q3 2021 | $575,000 | -12.2% | 15,180 | -8.2% | 0.09% | -13.0% |
| Q2 2021 | $655,000 | -4.8% | 16,531 | -5.6% | 0.10% | -10.7% |
| Q1 2021 | $688,000 | +0.6% | 17,503 | -4.2% | 0.11% | -2.6% |
| Q4 2020 | $684,000 | +8.1% | 18,268 | -5.1% | 0.12% | -6.5% |
| Q3 2020 | $633,000 | -28.6% | 19,243 | -28.4% | 0.12% | -32.4% |
| Q2 2020 | $886,000 | +9.4% | 26,868 | -2.3% | 0.18% | -9.0% |
| Q1 2020 | $810,000 | -52.0% | 27,493 | -31.5% | 0.20% | -39.9% |
| Q4 2019 | $1,687,000 | +10.9% | 40,138 | +3.0% | 0.33% | +3.1% |
| Q3 2019 | $1,521,000 | -3.1% | 38,983 | +0.3% | 0.32% | -9.8% |
| Q2 2019 | $1,569,000 | +0.4% | 38,858 | +0.2% | 0.36% | 0.0% |
| Q1 2019 | $1,562,000 | +5.3% | 38,793 | -3.0% | 0.36% | -7.7% |
| Q4 2018 | $1,483,000 | -17.0% | 39,973 | -6.5% | 0.39% | -4.9% |
| Q3 2018 | $1,786,000 | +2.9% | 42,758 | +2.0% | 0.41% | -2.4% |
| Q2 2018 | $1,736,000 | -1.3% | 41,933 | +3.9% | 0.42% | +3.0% |
| Q1 2018 | $1,759,000 | -3.2% | 40,378 | -1.3% | 0.41% | -1.2% |
| Q4 2017 | $1,817,000 | +5.0% | 40,928 | +3.5% | 0.41% | -0.5% |
| Q3 2017 | $1,731,000 | +51.8% | 39,553 | +44.9% | 0.41% | +41.9% |
| Q2 2017 | $1,140,000 | +7.6% | 27,298 | +4.7% | 0.29% | +7.0% |
| Q1 2017 | $1,059,000 | +20.9% | 26,083 | +13.5% | 0.27% | +12.4% |
| Q4 2016 | $876,000 | +16.8% | 22,980 | +11.6% | 0.24% | +11.5% |
| Q2 2016 | $750,000 | +0.3% | 20,590 | +2.7% | 0.22% | -8.4% |
| Q1 2016 | $748,000 | -5.6% | 20,040 | -4.5% | 0.24% | -15.4% |
| Q4 2015 | $792,000 | +4.2% | 20,995 | +3.4% | 0.28% | +2.2% |
| Q3 2015 | $760,000 | -2.8% | 20,305 | +9.6% | 0.27% | +5.4% |
| Q2 2015 | $782,000 | +6.2% | 18,530 | +8.9% | 0.26% | +5.7% |
| Q1 2015 | $736,000 | – | 17,015 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |