WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,848,955 | -7.6% | 686,526 | -5.7% | 0.02% | -10.5% |
| Q2 2023 | $26,886,944 | +23.5% | 727,855 | +25.8% | 0.02% | +11.8% |
| Q1 2023 | $21,777,703 | +13.1% | 578,425 | +7.8% | 0.02% | +6.2% |
| Q4 2022 | $19,248,825 | +52.9% | 536,627 | +29.2% | 0.02% | +33.3% |
| Q3 2022 | $12,591,000 | -2.9% | 415,392 | +10.8% | 0.01% | 0.0% |
| Q2 2022 | $12,965,000 | +71.3% | 375,025 | +97.1% | 0.01% | +71.4% |
| Q1 2022 | $7,568,000 | +379.6% | 190,284 | +366.9% | 0.01% | +600.0% |
| Q4 2021 | $1,578,000 | +11.0% | 40,757 | +8.7% | 0.00% | 0.0% |
| Q3 2021 | $1,421,000 | +43.8% | 37,505 | +50.4% | 0.00% | 0.0% |
| Q2 2021 | $988,000 | +34.1% | 24,943 | +33.0% | 0.00% | 0.0% |
| Q1 2021 | $737,000 | +1.0% | 18,761 | -3.7% | 0.00% | 0.0% |
| Q4 2020 | $730,000 | +0.7% | 19,486 | -11.6% | 0.00% | 0.0% |
| Q3 2020 | $725,000 | -2.4% | 22,033 | -2.2% | 0.00% | 0.0% |
| Q2 2020 | $743,000 | +49.2% | 22,528 | +33.3% | 0.00% | 0.0% |
| Q1 2020 | $498,000 | -38.5% | 16,900 | -12.2% | 0.00% | 0.0% |
| Q4 2019 | $810,000 | +15.1% | 19,256 | +6.8% | 0.00% | 0.0% |
| Q3 2019 | $704,000 | -8.6% | 18,038 | -5.4% | 0.00% | -50.0% |
| Q2 2019 | $770,000 | -0.4% | 19,065 | -0.7% | 0.00% | 0.0% |
| Q1 2019 | $773,000 | +3.8% | 19,202 | -4.4% | 0.00% | 0.0% |
| Q4 2018 | $745,000 | +8.4% | 20,086 | +22.2% | 0.00% | 0.0% |
| Q3 2018 | $687,000 | +2.2% | 16,434 | +1.3% | 0.00% | 0.0% |
| Q2 2018 | $672,000 | -64.9% | 16,220 | -63.1% | 0.00% | -60.0% |
| Q1 2018 | $1,915,000 | +2.3% | 43,948 | +4.2% | 0.01% | -16.7% |
| Q4 2017 | $1,872,000 | +281.3% | 42,173 | +276.3% | 0.01% | +200.0% |
| Q3 2017 | $491,000 | -3.9% | 11,208 | -8.4% | 0.00% | 0.0% |
| Q2 2017 | $511,000 | +34.5% | 12,242 | +29.9% | 0.00% | -33.3% |
| Q1 2017 | $380,000 | +24.2% | 9,427 | +18.3% | 0.00% | +50.0% |
| Q4 2016 | $306,000 | -36.9% | 7,970 | -37.5% | 0.00% | -60.0% |
| Q3 2016 | $485,000 | +80.3% | 12,757 | +68.4% | 0.01% | +150.0% |
| Q2 2016 | $269,000 | -49.1% | 7,577 | -48.2% | 0.00% | +100.0% |
| Q1 2016 | $528,000 | -18.5% | 14,622 | -16.5% | 0.00% | -50.0% |
| Q4 2015 | $648,000 | +58.8% | 17,519 | +66.8% | 0.00% | 0.0% |
| Q3 2015 | $408,000 | -10.7% | 10,501 | -4.9% | 0.00% | 0.0% |
| Q2 2015 | $457,000 | -23.7% | 11,046 | -19.7% | 0.00% | -33.3% |
| Q1 2015 | $599,000 | +12.4% | 13,760 | +9.1% | 0.00% | 0.0% |
| Q4 2014 | $533,000 | -19.5% | 12,607 | -14.4% | 0.00% | -25.0% |
| Q3 2014 | $662,000 | +12.2% | 14,729 | +22.5% | 0.00% | +33.3% |
| Q2 2014 | $590,000 | +28.3% | 12,028 | +24.9% | 0.00% | 0.0% |
| Q1 2014 | $460,000 | +2.2% | 9,627 | +1.4% | 0.00% | 0.0% |
| Q4 2013 | $450,000 | -11.4% | 9,490 | -14.0% | 0.00% | 0.0% |
| Q3 2013 | $508,000 | +26.1% | 11,035 | +9.6% | 0.00% | 0.0% |
| Q2 2013 | $403,000 | – | 10,071 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 159,355 | $6,218,000 | 1.28% |
| Providence Wealth Advisors, LLC | 33,820 | $1,320,000 | 1.18% |
| Beacon Pointe Advisors, LLC | 25,159 | $984,000 | 0.42% |
| Beacon Pointe Wealth Advisors, LLC | 43,463 | $1,698,000 | 0.36% |
| WealthPLAN Partners, LLC | 58,300 | $2,378,000 | 0.32% |
| LVM CAPITAL MANAGEMENT LTD/MI | 38,983 | $1,521,000 | 0.32% |
| MADRONA FUNDS, LLC | 9,293 | $363,000 | 0.27% |
| Madrona Financial Services, LLC | 9,293 | $363,000 | 0.27% |
| Linscomb & Williams, Inc. | 78,048 | $3,045,000 | 0.24% |
| PrairieView Partners, LLC | 24,765 | $966,000 | 0.22% |