WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 69 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |