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 ↓ |
|---|---|---|---|
| Providence Wealth Advisors, LLC | 37,106 | $1,233,000 | 0.89% |
| Wealthspire Advisors, LLC | 1,069,644 | $36,978,000 | 0.77% |
| Evanson Asset Management, LLC | 115,434 | $3,991,000 | 0.44% |
| Fieldpoint Private Securities, LLC | 39,495 | $1,365,000 | 0.40% |
| Financial Architects, Inc | 7,198 | $249,000 | 0.32% |
| PrairieView Partners, LLC | 45,422 | $1,570,000 | 0.24% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 152,248 | $5,213,000 | 0.22% |
| Wealthcare Advisory Partners LLC | 86,559 | $2,992,000 | 0.18% |
| Element Wealth, LLC | 4,035 | $139,000 | 0.14% |
| Passive Capital Management, LLC. | 7,690 | $265,843 | 0.14% |