WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 64 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,287,319 | -0.7% | 146,078 | +1.4% | 0.00% | 0.0% |
Q2 2023 | $5,323,017 | +2.4% | 144,099 | +4.3% | 0.00% | 0.0% |
Q1 2023 | $5,200,539 | +38.7% | 138,129 | +32.1% | 0.00% | 0.0% |
Q4 2022 | $3,749,673 | +31.2% | 104,535 | +10.9% | 0.00% | 0.0% |
Q3 2022 | $2,857,000 | +4.1% | 94,273 | +18.8% | 0.00% | 0.0% |
Q2 2022 | $2,744,000 | +2.6% | 79,385 | +18.0% | 0.00% | +100.0% |
Q1 2022 | $2,675,000 | +16.7% | 67,257 | +13.5% | 0.00% | 0.0% |
Q4 2021 | $2,293,000 | -0.0% | 59,240 | -2.2% | 0.00% | 0.0% |
Q3 2021 | $2,294,000 | +3.0% | 60,550 | +7.6% | 0.00% | 0.0% |
Q2 2021 | $2,228,000 | +2.3% | 56,250 | +1.5% | 0.00% | 0.0% |
Q1 2021 | $2,178,000 | +15.5% | 55,417 | +10.0% | 0.00% | 0.0% |
Q4 2020 | $1,886,000 | +40.4% | 50,375 | +23.4% | 0.00% | 0.0% |
Q3 2020 | $1,343,000 | +3.9% | 40,815 | +4.1% | 0.00% | 0.0% |
Q2 2020 | $1,292,000 | +67.1% | 39,190 | +49.4% | 0.00% | 0.0% |
Q1 2020 | $773,000 | -61.2% | 26,236 | -44.7% | 0.00% | -50.0% |
Q4 2019 | $1,993,000 | +23.7% | 47,408 | +14.8% | 0.00% | 0.0% |
Q3 2019 | $1,611,000 | +79.2% | 41,291 | +85.5% | 0.00% | +100.0% |
Q2 2019 | $899,000 | +39.2% | 22,262 | +38.7% | 0.00% | 0.0% |
Q1 2019 | $646,000 | +146.6% | 16,054 | +127.3% | 0.00% | – |
Q4 2018 | $262,000 | +75.8% | 7,064 | +95.6% | 0.00% | – |
Q2 2018 | $149,000 | -8.0% | 3,611 | -2.1% | 0.00% | – |
Q1 2018 | $162,000 | +0.6% | 3,690 | +0.9% | 0.00% | – |
Q4 2017 | $161,000 | +0.6% | 3,658 | 0.0% | 0.00% | – |
Q3 2017 | $160,000 | +5.3% | 3,658 | 0.0% | 0.00% | – |
Q2 2017 | $152,000 | -2.6% | 3,658 | -5.2% | 0.00% | – |
Q1 2017 | $156,000 | +6.1% | 3,858 | 0.0% | 0.00% | -100.0% |
Q4 2016 | $147,000 | +276.9% | 3,858 | +273.8% | 0.00% | – |
Q3 2016 | $39,000 | -78.2% | 1,032 | -78.9% | 0.00% | -100.0% |
Q2 2016 | $179,000 | +13.3% | 4,901 | +15.7% | 0.00% | 0.0% |
Q1 2016 | $158,000 | -60.7% | 4,237 | -60.2% | 0.00% | -50.0% |
Q4 2015 | $402,000 | +169.8% | 10,650 | +166.8% | 0.00% | +100.0% |
Q3 2015 | $149,000 | -38.2% | 3,992 | -28.3% | 0.00% | 0.0% |
Q1 2015 | $241,000 | +1105.0% | 5,569 | +1072.4% | 0.00% | – |
Q4 2014 | $20,000 | -13.0% | 475 | -7.9% | 0.00% | – |
Q3 2014 | $23,000 | -62.9% | 516 | -59.2% | 0.00% | -100.0% |
Q2 2014 | $62,000 | -8.8% | 1,264 | -11.4% | 0.00% | 0.0% |
Q1 2014 | $68,000 | -2.9% | 1,427 | -2.7% | 0.00% | 0.0% |
Q4 2013 | $70,000 | +27.3% | 1,467 | +19.1% | 0.00% | 0.0% |
Q3 2013 | $55,000 | +129.2% | 1,232 | +107.1% | 0.00% | – |
Q2 2013 | $24,000 | – | 595 | – | 0.00% | – |
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% |