WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $598,000 | -23.7% | 15,986 | -13.9% | 1.26% | +74.8% |
| Q2 2015 | $784,000 | -3.9% | 18,575 | -1.6% | 0.72% | -5.7% |
| Q1 2015 | $816,000 | -5.1% | 18,881 | -7.1% | 0.76% | -20.6% |
| Q4 2014 | $860,000 | -9.3% | 20,319 | -2.6% | 0.96% | -18.6% |
| Q3 2014 | $948,000 | -15.2% | 20,851 | -8.5% | 1.18% | -19.4% |
| Q2 2014 | $1,118,000 | -1.8% | 22,783 | -4.5% | 1.46% | -12.5% |
| Q1 2014 | $1,139,000 | – | 23,861 | – | 1.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |