WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 58 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,144 | +5.1% | 5,944 | +7.2% | 0.00% | – |
| Q2 2023 | $204,795 | -19.7% | 5,544 | -18.1% | 0.00% | – |
| Q1 2023 | $255,003 | -7.6% | 6,773 | -2.5% | 0.00% | – |
| Q1 2022 | $276,000 | +1.5% | 6,944 | -1.1% | 0.00% | – |
| Q4 2021 | $272,000 | +27.7% | 7,019 | +25.1% | 0.00% | – |
| Q3 2021 | $213,000 | -7.8% | 5,611 | -3.9% | 0.00% | – |
| Q2 2021 | $231,000 | -1.3% | 5,840 | -1.9% | 0.00% | – |
| Q1 2021 | $234,000 | -9.7% | 5,955 | -24.2% | 0.00% | – |
| Q2 2020 | $259,000 | +17.2% | 7,859 | +5.0% | 0.00% | – |
| Q1 2020 | $221,000 | -60.8% | 7,486 | -44.2% | 0.00% | -100.0% |
| Q4 2019 | $564,000 | +8.0% | 13,407 | +0.1% | 0.00% | 0.0% |
| Q3 2019 | $522,000 | +4.6% | 13,387 | +8.3% | 0.00% | 0.0% |
| Q2 2019 | $499,000 | +2.0% | 12,360 | +1.7% | 0.00% | 0.0% |
| Q1 2019 | $489,000 | +109.9% | 12,149 | +117.9% | 0.00% | – |
| Q3 2018 | $233,000 | +7.9% | 5,575 | +6.9% | 0.00% | – |
| Q2 2018 | $216,000 | -4.0% | 5,216 | +0.9% | 0.00% | – |
| Q1 2018 | $225,000 | +0.4% | 5,170 | +0.8% | 0.00% | – |
| Q3 2017 | $224,000 | +5.2% | 5,129 | +0.3% | 0.00% | – |
| Q2 2017 | $213,000 | -5.8% | 5,112 | -8.3% | 0.00% | -100.0% |
| Q1 2017 | $226,000 | +6.6% | 5,577 | +0.3% | 0.00% | 0.0% |
| Q4 2016 | $212,000 | -35.6% | 5,563 | -38.4% | 0.00% | 0.0% |
| Q2 2016 | $329,000 | -24.7% | 9,026 | -22.7% | 0.00% | -50.0% |
| Q3 2015 | $437,000 | -5.8% | 11,676 | +6.2% | 0.00% | 0.0% |
| Q2 2015 | $464,000 | – | 10,995 | – | 0.00% | – |
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% |