1834 INVESTMENT ADVISORS CO - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
1834 INVESTMENT ADVISORS CO ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,000
-50.0%
410.0%0.00%
Q1 2022$2,0000.0%410.0%0.00%
Q4 2021$2,000
-92.0%
41
-93.9%
0.00%
-100.0%
Q3 2021$25,000
-3.8%
6670.0%0.00%0.0%
Q2 2021$26,000
-92.7%
667
-92.6%
0.00%
-93.5%
Q1 2021$357,000
+5.0%
9,0700.0%0.05%
+2.2%
Q4 2020$340,000
+14.1%
9,0700.0%0.04%
+4.7%
Q3 2020$298,000
-5.1%
9,070
-4.8%
0.04%
-14.0%
Q2 2020$314,000
+11.7%
9,5250.0%0.05%
-5.7%
Q1 2020$281,000
-31.3%
9,525
-2.1%
0.05%
-15.9%
Q4 2019$409,000
+7.9%
9,7300.0%0.06%
+14.5%
Q3 2019$379,000
-2.8%
9,730
+0.9%
0.06%
-6.8%
Q2 2019$390,000
+0.5%
9,6440.0%0.06%0.0%
Q1 2019$388,000
+8.4%
9,644
+0.0%
0.06%
-1.7%
Q4 2018$358,000
-7.0%
9,642
+4.5%
0.06%
+7.1%
Q3 2018$385,000
+0.8%
9,2230.0%0.06%
-6.7%
Q2 2018$382,000
-4.7%
9,2230.0%0.06%
-11.8%
Q1 2018$401,000
+66.4%
9,223
+69.6%
0.07%
+78.9%
Q4 2017$241,0005,4390.04%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders