WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 64 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $3,087,000 | -35.3% | 77,935 | -35.8% | 0.00% | -33.3% |
| Q1 2021 | $4,769,000 | +86.3% | 121,320 | +77.4% | 0.00% | +50.0% |
| Q4 2020 | $2,560,000 | +54.6% | 68,376 | +35.8% | 0.00% | +100.0% |
| Q3 2020 | $1,656,000 | +54.0% | 50,343 | +54.3% | 0.00% | 0.0% |
| Q2 2020 | $1,075,000 | -69.1% | 32,619 | -72.4% | 0.00% | -75.0% |
| Q1 2020 | $3,480,000 | -8.5% | 118,034 | +30.5% | 0.00% | +33.3% |
| Q4 2019 | $3,803,000 | +32.9% | 90,467 | +23.3% | 0.00% | 0.0% |
| Q3 2019 | $2,862,000 | +12.4% | 73,359 | +16.4% | 0.00% | +50.0% |
| Q2 2019 | $2,546,000 | – | 63,033 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |