WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,345 | -2.0% | 10,481 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $387,151 | -2.0% | 10,481 | -0.1% | 0.00% | -20.0% |
| Q1 2023 | $395,026 | +5.0% | 10,492 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $376,351 | +18.3% | 10,492 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $318,000 | -14.3% | 10,492 | -2.2% | 0.01% | -16.7% |
| Q2 2022 | $371,000 | -12.7% | 10,723 | +0.0% | 0.01% | 0.0% |
| Q1 2022 | $425,000 | +2.4% | 10,722 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $415,000 | +2.2% | 10,722 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $406,000 | -4.2% | 10,722 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $424,000 | +1.0% | 10,722 | -0.1% | 0.01% | -11.1% |
| Q1 2021 | $420,000 | +4.7% | 10,732 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $401,000 | -29.9% | 10,732 | -38.5% | 0.01% | +11.1% |
| Q3 2020 | $572,000 | +65.8% | 17,447 | +66.1% | 0.01% | -10.0% |
| Q2 2020 | $345,000 | -3.6% | 10,501 | -14.0% | 0.01% | -9.1% |
| Q1 2020 | $358,000 | -27.7% | 12,210 | +3.4% | 0.01% | 0.0% |
| Q4 2019 | $495,000 | – | 11,812 | – | 0.01% | – |
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% |