WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 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% | – |
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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% |