WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. 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 ↓ |
|---|---|---|---|
| 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% |