WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
---|---|---|---|
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% |