WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $118,662 | +2.2% | 3,279 | +4.3% | 0.00% | – |
| Q2 2023 | $116,102 | -20.3% | 3,143 | -18.7% | 0.00% | – |
| Q1 2023 | $145,630 | +9.5% | 3,868 | +4.3% | 0.00% | – |
| Q4 2022 | $132,970 | +98.5% | 3,707 | +67.4% | 0.00% | – |
| Q3 2022 | $67,000 | -17.3% | 2,214 | -5.1% | 0.00% | – |
| Q2 2022 | $81,000 | +8.0% | 2,334 | +24.3% | 0.00% | – |
| Q1 2022 | $75,000 | +2.7% | 1,878 | 0.0% | 0.00% | – |
| Q4 2021 | $73,000 | +2.8% | 1,878 | 0.0% | 0.00% | – |
| Q3 2021 | $71,000 | -4.1% | 1,878 | 0.0% | 0.00% | – |
| Q2 2021 | $74,000 | 0.0% | 1,878 | 0.0% | 0.00% | – |
| Q1 2021 | $74,000 | +111.4% | 1,878 | +74.4% | 0.00% | – |
| Q3 2020 | $35,000 | +6.1% | 1,077 | +7.4% | 0.00% | – |
| Q2 2020 | $33,000 | +230.0% | 1,003 | +194.1% | 0.00% | – |
| Q1 2020 | $10,000 | – | 341 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |