Financial Architects, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Financial Architects, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$203,000
-18.5%
6,695
-7.0%
0.04%
-89.0%
Q2 2022$249,000
-12.6%
7,198
+0.3%
0.32%
+673.2%
Q1 2022$285,000
+0.4%
7,177
-2.1%
0.04%
+7.9%
Q4 2021$284,000
+31.5%
7,331
+28.9%
0.04%
+22.6%
Q3 2021$216,000
-3.6%
5,688
+0.5%
0.03%
-3.1%
Q2 2021$224,000
+1.4%
5,661
+0.5%
0.03%
-8.6%
Q1 2021$221,000
-0.9%
5,631
-5.5%
0.04%
-14.6%
Q4 2020$223,000
-3.9%
5,957
-15.7%
0.04%
-19.6%
Q3 2020$232,0000.0%7,065
+0.3%
0.05%
-3.8%
Q2 2020$232,000
-13.1%
7,042
-22.4%
0.05%
-27.4%
Q1 2020$267,000
-30.8%
9,069
-1.3%
0.07%
-12.0%
Q4 2019$386,000
+9.7%
9,190
+1.8%
0.08%
+1.2%
Q3 2019$352,000
-9.7%
9,027
-6.5%
0.08%
+12.3%
Q2 2019$390,000
+8.9%
9,652
+8.4%
0.07%
+19.7%
Q1 2019$358,000
+15.9%
8,902
+6.9%
0.06%
+3.4%
Q4 2018$309,000
-21.2%
8,327
-11.2%
0.06%
-7.8%
Q3 2018$392,000
-3.2%
9,377
-4.1%
0.06%
-11.1%
Q2 2018$405,000
-4.9%
9,7770.0%0.07%
-13.3%
Q1 2018$426,000
-14.5%
9,777
-12.9%
0.08%0.0%
Q4 2017$498,000
+1.4%
11,2280.0%0.08%
-4.6%
Q3 2017$491,000
+1.2%
11,228
-3.4%
0.09%0.0%
Q2 2017$485,000
+25.3%
11,625
+22.0%
0.09%
+26.1%
Q1 2017$387,000
+20.9%
9,529
+13.6%
0.07%
-8.0%
Q4 2016$320,000
+32.2%
8,388
+32.8%
0.08%
+15.4%
Q3 2016$242,000
+105.1%
6,315
+94.3%
0.06%
+97.0%
Q2 2016$118,000
-2.5%
3,2500.0%0.03%
-23.3%
Q1 2016$121,000
-14.2%
3,250
-3.0%
0.04%
-15.7%
Q2 2015$141,000
-18.5%
3,350
-16.2%
0.05%
-23.9%
Q1 2015$173,000
+10.2%
4,000
+8.1%
0.07%
-2.9%
Q4 2014$157,000
+18.9%
3,700
+27.6%
0.07%
+6.2%
Q3 2014$132,000
+14.8%
2,900
+23.4%
0.06%
+16.1%
Q2 2014$115,000
-38.2%
2,350
-43.0%
0.06%
-53.3%
Q3 2013$186,000
+12.7%
4,1250.0%0.12%
-0.8%
Q2 2013$165,0004,1250.12%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders