WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,013 | +1.8% | 110,857 | +3.9% | 0.02% | +5.6% |
| Q2 2023 | $3,942 | +17.6% | 106,714 | +19.8% | 0.02% | +12.5% |
| Q1 2023 | $3,353 | +13.1% | 89,064 | +7.8% | 0.02% | +6.7% |
| Q4 2022 | $2,964 | -99.5% | 82,619 | +331.6% | 0.02% | +400.0% |
| Q3 2022 | $580,000 | +33.6% | 19,144 | +45.1% | 0.00% | 0.0% |
| Q3 2020 | $434,000 | +6.1% | 13,191 | +6.2% | 0.00% | 0.0% |
| Q2 2020 | $409,000 | -25.8% | 12,420 | -16.4% | 0.00% | -50.0% |
| Q4 2018 | $551,000 | -13.8% | 14,849 | -3.0% | 0.01% | 0.0% |
| Q3 2018 | $639,000 | -1.2% | 15,301 | -2.2% | 0.01% | -14.3% |
| Q2 2018 | $647,000 | +7.8% | 15,639 | +13.6% | 0.01% | 0.0% |
| Q1 2018 | $600,000 | +37.3% | 13,770 | +39.9% | 0.01% | +40.0% |
| Q4 2017 | $437,000 | -1.6% | 9,845 | -2.9% | 0.01% | -16.7% |
| Q3 2017 | $444,000 | +11.6% | 10,142 | +6.5% | 0.01% | 0.0% |
| Q2 2017 | $398,000 | +12.4% | 9,527 | +9.2% | 0.01% | 0.0% |
| Q1 2017 | $354,000 | +24.6% | 8,724 | +17.1% | 0.01% | +20.0% |
| Q4 2016 | $284,000 | +31.5% | 7,453 | +32.1% | 0.01% | +25.0% |
| Q3 2016 | $216,000 | -11.5% | 5,641 | -13.5% | 0.00% | -42.9% |
| Q3 2015 | $244,000 | – | 6,522 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |