GREENLEAF TRUST - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GREENLEAF TRUST ownership history of WISDOMTREE TR
ValueSharesWeighting
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$1,122,00027,6400.03%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
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