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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,772,697 | +2.1% | 76,604 | +4.2% | 0.03% | +10.3% |
| Q2 2023 | $2,715,422 | +2.1% | 73,509 | +4.1% | 0.03% | -3.3% |
| Q1 2023 | $2,658,655 | +103916.2% | 70,615 | -0.9% | 0.03% | -6.2% |
| Q4 2022 | $2,556 | -99.9% | 71,264 | +15.9% | 0.03% | +14.3% |
| Q3 2022 | $1,864,000 | -4.7% | 61,495 | +8.7% | 0.03% | -6.7% |
| Q2 2022 | $1,955,000 | +11.1% | 56,564 | +27.8% | 0.03% | +42.9% |
| Q1 2022 | $1,760,000 | +0.1% | 44,267 | -2.6% | 0.02% | 0.0% |
| Q4 2021 | $1,759,000 | +2.0% | 45,449 | -0.1% | 0.02% | 0.0% |
| Q3 2021 | $1,725,000 | +36.3% | 45,515 | +42.4% | 0.02% | +31.2% |
| Q2 2021 | $1,266,000 | +37.8% | 31,967 | +36.7% | 0.02% | +33.3% |
| Q1 2021 | $919,000 | +14.2% | 23,378 | +8.7% | 0.01% | +9.1% |
| Q4 2020 | $805,000 | +14.5% | 21,506 | +0.6% | 0.01% | 0.0% |
| Q3 2020 | $703,000 | +2.8% | 21,372 | +3.0% | 0.01% | -8.3% |
| Q2 2020 | $684,000 | +13.6% | 20,744 | +1.5% | 0.01% | 0.0% |
| Q1 2020 | $602,000 | -27.9% | 20,436 | +2.9% | 0.01% | -7.7% |
| Q4 2019 | $835,000 | +6.9% | 19,867 | -0.8% | 0.01% | +8.3% |
| Q3 2019 | $781,000 | -10.2% | 20,026 | -7.0% | 0.01% | -14.3% |
| Q2 2019 | $870,000 | +1.4% | 21,538 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $858,000 | -12.3% | 21,318 | -19.1% | 0.01% | -26.3% |
| Q4 2018 | $978,000 | -42.9% | 26,350 | -35.8% | 0.02% | -38.7% |
| Q3 2018 | $1,714,000 | +11.6% | 41,036 | +10.6% | 0.03% | +6.9% |
| Q2 2018 | $1,536,000 | -4.8% | 37,091 | +0.2% | 0.03% | -9.4% |
| Q1 2018 | $1,613,000 | -1.0% | 37,031 | +0.9% | 0.03% | -3.0% |
| Q4 2017 | $1,629,000 | +4.6% | 36,696 | +3.2% | 0.03% | -2.9% |
| Q3 2017 | $1,557,000 | +9.1% | 35,572 | +4.1% | 0.03% | +3.0% |
| Q2 2017 | $1,427,000 | +27.2% | 34,180 | +23.7% | 0.03% | +22.2% |
| Q1 2017 | $1,122,000 | – | 27,640 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |