LVM CAPITAL MANAGEMENT LTD/MI - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
LVM CAPITAL MANAGEMENT LTD/MI ownership history of WISDOMTREE TR
ValueSharesWeighting
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$736,00017,0150.25%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders