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 2022 | $496,000 | +10.2% | 16,351 | +52.9% | 0.00% | – |
| Q4 2019 | $450,000 | +9.5% | 10,693 | +1.6% | 0.00% | – |
| Q3 2019 | $411,000 | -9.5% | 10,526 | -6.3% | 0.00% | – |
| Q2 2019 | $454,000 | -1.7% | 11,238 | -2.0% | 0.00% | – |
| Q1 2019 | $462,000 | +77.7% | 11,467 | +63.5% | 0.00% | – |
| Q4 2018 | $260,000 | -30.1% | 7,012 | -21.3% | 0.00% | – |
| Q3 2018 | $372,000 | +15.5% | 8,908 | +20.6% | 0.00% | – |
| Q1 2018 | $322,000 | -29.5% | 7,388 | -28.0% | 0.00% | – |
| Q4 2017 | $457,000 | +39.3% | 10,265 | +17.1% | 0.00% | – |
| Q3 2015 | $328,000 | +59.2% | 8,767 | +102.1% | 0.00% | – |
| Q4 2013 | $206,000 | -63.1% | 4,338 | -68.9% | 0.00% | – |
| Q2 2013 | $558,000 | – | 13,931 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 257,749 | $9,390,000 | 2.84% |
| FIFTH THIRD BANCORP | 1,030,617 | $37,545,000 | 0.32% |
| Linscomb Wealth, Inc. | 68,599 | $2,499,000 | 0.25% |
| JFS WEALTH ADVISORS, LLC | 23,057 | $840,000 | 0.23% |
| LVM CAPITAL MANAGEMENT LTD/MI | 20,590 | $750,000 | 0.22% |
| OLD MISSION CAPITAL LLC | 63,556 | $2,315,000 | 0.17% |
| MOTCO | 34,517 | $1,258,000 | 0.14% |
| SignalPoint Asset Management, LLC | 8,419 | $307,000 | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 343,648 | $12,371,000 | 0.13% |
| EXENCIAL WEALTH ADVISORS, LLC | 6,714 | $245,000 | 0.11% |