WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $23,000 | -79.8% | 755 | -77.0% | 0.00% | -77.8% |
| Q2 2022 | $114,000 | -32.1% | 3,289 | -22.1% | 0.01% | -18.2% |
| Q1 2022 | $168,000 | +2.4% | 4,223 | -0.6% | 0.01% | +10.0% |
| Q4 2021 | $164,000 | -1.2% | 4,248 | -2.9% | 0.01% | -9.1% |
| Q3 2021 | $166,000 | -4.0% | 4,375 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $173,000 | -48.8% | 4,375 | -49.1% | 0.01% | -54.2% |
| Q1 2021 | $338,000 | -25.4% | 8,603 | -28.9% | 0.02% | -27.3% |
| Q4 2020 | $453,000 | +4.4% | 12,103 | -8.3% | 0.03% | -5.7% |
| Q3 2020 | $434,000 | -0.2% | 13,203 | 0.0% | 0.04% | -5.4% |
| Q2 2020 | $435,000 | -9.2% | 13,203 | -18.7% | 0.04% | -22.9% |
| Q1 2020 | $479,000 | -29.9% | 16,243 | 0.0% | 0.05% | -15.8% |
| Q4 2019 | $683,000 | -6.4% | 16,243 | -13.2% | 0.06% | -13.6% |
| Q3 2019 | $730,000 | -5.1% | 18,708 | -1.8% | 0.07% | -8.3% |
| Q2 2019 | $769,000 | -5.6% | 19,043 | -5.9% | 0.07% | -11.1% |
| Q1 2019 | $815,000 | +5.8% | 20,230 | -2.5% | 0.08% | -4.7% |
| Q4 2018 | $770,000 | -38.3% | 20,755 | -30.4% | 0.08% | -31.5% |
| Q3 2018 | $1,247,000 | +0.7% | 29,837 | -0.2% | 0.12% | -2.4% |
| Q2 2018 | $1,238,000 | -7.3% | 29,904 | -2.5% | 0.13% | -7.3% |
| Q1 2018 | $1,336,000 | -3.5% | 30,663 | -1.7% | 0.14% | -2.1% |
| Q4 2017 | $1,385,000 | +30.3% | 31,203 | +28.5% | 0.14% | +28.4% |
| Q3 2017 | $1,063,000 | +4.6% | 24,283 | -0.2% | 0.11% | +2.8% |
| Q2 2017 | $1,016,000 | -0.1% | 24,328 | -2.9% | 0.11% | -4.5% |
| Q1 2017 | $1,017,000 | +0.3% | 25,043 | -5.9% | 0.11% | -1.8% |
| Q4 2016 | $1,014,000 | -12.0% | 26,619 | -11.6% | 0.11% | -11.7% |
| Q3 2016 | $1,152,000 | -8.4% | 30,112 | -12.8% | 0.13% | -7.9% |
| Q2 2016 | $1,258,000 | 0.0% | 34,517 | +2.4% | 0.14% | -2.1% |
| Q1 2016 | $1,258,000 | +1.0% | 33,698 | +2.2% | 0.14% | -4.1% |
| Q4 2015 | $1,245,000 | -25.8% | 32,986 | -26.4% | 0.15% | -27.1% |
| Q3 2015 | $1,678,000 | -11.6% | 44,831 | -0.3% | 0.20% | -6.5% |
| Q2 2015 | $1,899,000 | -2.2% | 44,986 | +0.2% | 0.22% | -0.5% |
| Q1 2015 | $1,942,000 | +3.0% | 44,912 | +0.8% | 0.22% | +9.0% |
| Q4 2014 | $1,885,000 | -8.1% | 44,552 | -1.2% | 0.20% | -7.8% |
| Q3 2014 | $2,052,000 | +38.8% | 45,112 | +49.8% | 0.22% | +34.0% |
| Q2 2014 | $1,478,000 | +19.1% | 30,120 | +15.9% | 0.16% | +14.1% |
| Q1 2014 | $1,241,000 | +10.8% | 25,980 | +9.9% | 0.14% | +10.1% |
| Q4 2013 | $1,120,000 | +44.9% | 23,632 | +37.5% | 0.13% | +37.2% |
| Q3 2013 | $773,000 | +45.8% | 17,191 | +29.7% | 0.09% | +40.3% |
| Q2 2013 | $530,000 | – | 13,254 | – | 0.07% | – |
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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% |