WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $924,209 | -13.5% | 25,534 | -11.8% | 0.05% | -6.9% |
| Q2 2023 | $1,069,044 | -5.4% | 28,940 | -3.6% | 0.06% | -1.7% |
| Q1 2023 | $1,129,915 | +5.0% | 30,011 | 0.0% | 0.06% | +7.3% |
| Q4 2022 | $1,076,495 | +17.1% | 30,011 | -1.1% | 0.06% | -1.8% |
| Q3 2022 | $919,000 | -12.4% | 30,334 | 0.0% | 0.06% | -6.7% |
| Q2 2022 | $1,049,000 | -13.0% | 30,334 | 0.0% | 0.06% | +3.4% |
| Q1 2022 | $1,206,000 | +2.7% | 30,334 | 0.0% | 0.06% | +3.6% |
| Q4 2021 | $1,174,000 | +2.2% | 30,334 | 0.0% | 0.06% | -5.1% |
| Q3 2021 | $1,149,000 | -6.1% | 30,334 | -1.8% | 0.06% | -6.3% |
| Q2 2021 | $1,224,000 | +0.8% | 30,898 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $1,214,000 | +0.7% | 30,898 | -4.0% | 0.07% | -8.3% |
| Q4 2020 | $1,205,000 | -3.5% | 32,181 | -15.2% | 0.07% | -16.3% |
| Q3 2020 | $1,249,000 | -12.1% | 37,960 | -12.0% | 0.09% | -17.3% |
| Q2 2020 | $1,421,000 | -3.3% | 43,112 | -13.5% | 0.10% | -20.0% |
| Q1 2020 | $1,469,000 | -54.3% | 49,845 | -34.8% | 0.13% | -38.1% |
| Q4 2019 | $3,214,000 | +5.6% | 76,453 | -2.0% | 0.21% | -14.3% |
| Q3 2019 | $3,045,000 | -4.0% | 78,048 | -0.6% | 0.24% | -5.8% |
| Q2 2019 | $3,171,000 | +0.3% | 78,508 | -0.0% | 0.26% | -2.3% |
| Q1 2019 | $3,162,000 | +8.4% | 78,516 | -0.1% | 0.27% | -3.6% |
| Q4 2018 | $2,916,000 | +9.4% | 78,584 | +23.2% | 0.28% | +26.0% |
| Q3 2018 | $2,665,000 | -0.6% | 63,777 | -1.5% | 0.22% | -3.9% |
| Q2 2018 | $2,680,000 | -5.2% | 64,743 | -0.2% | 0.23% | -5.4% |
| Q1 2018 | $2,828,000 | +4.4% | 64,903 | +6.3% | 0.24% | +8.1% |
| Q4 2017 | $2,710,000 | -0.7% | 61,061 | -2.1% | 0.22% | -4.7% |
| Q3 2017 | $2,730,000 | +4.8% | 62,369 | -0.1% | 0.23% | +0.4% |
| Q2 2017 | $2,606,000 | -0.0% | 62,407 | -2.8% | 0.23% | -1.3% |
| Q1 2017 | $2,607,000 | +18.3% | 64,205 | +11.0% | 0.24% | +15.1% |
| Q4 2016 | $2,204,000 | -13.1% | 57,821 | -12.8% | 0.20% | -17.0% |
| Q3 2016 | $2,536,000 | +1.5% | 66,308 | -3.3% | 0.25% | -2.0% |
| Q2 2016 | $2,499,000 | -14.0% | 68,599 | -11.8% | 0.25% | -20.0% |
| Q1 2016 | $2,905,000 | -2.0% | 77,800 | -1.0% | 0.32% | -6.2% |
| Q4 2015 | $2,965,000 | -8.9% | 78,567 | -9.7% | 0.34% | -12.3% |
| Q3 2015 | $3,255,000 | -14.5% | 86,961 | -3.6% | 0.38% | -7.9% |
| Q2 2015 | $3,809,000 | -4.2% | 90,234 | -1.9% | 0.42% | -2.6% |
| Q1 2015 | $3,978,000 | -4.1% | 92,011 | -6.1% | 0.43% | -7.0% |
| Q4 2014 | $4,146,000 | -7.2% | 97,999 | -0.3% | 0.46% | -6.9% |
| Q3 2014 | $4,467,000 | -11.5% | 98,247 | -4.5% | 0.49% | -7.5% |
| Q2 2014 | $5,049,000 | -6.7% | 102,881 | -9.3% | 0.53% | -10.7% |
| Q1 2014 | $5,414,000 | +2.5% | 113,376 | +1.8% | 0.60% | -7.9% |
| Q4 2013 | $5,281,000 | +10.2% | 111,348 | +4.5% | 0.65% | +3.0% |
| Q3 2013 | $4,793,000 | +16.4% | 106,601 | +3.6% | 0.63% | +11.7% |
| Q2 2013 | $4,118,000 | – | 102,932 | – | 0.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |