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 | $305,000 | +12.1% | 8,408 | +21.6% | 0.00% | 0.0% |
| Q2 2021 | $272,000 | +23.1% | 6,912 | +23.3% | 0.00% | 0.0% |
| Q1 2021 | $221,000 | +8.9% | 5,604 | -8.7% | 0.00% | 0.0% |
| Q3 2020 | $203,000 | -1.0% | 6,140 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $205,000 | -26.3% | 6,140 | -34.7% | 0.00% | -50.0% |
| Q1 2020 | $278,000 | -30.0% | 9,407 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $397,000 | +8.5% | 9,396 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $366,000 | -3.7% | 9,424 | -0.4% | 0.00% | 0.0% |
| Q2 2019 | $380,000 | +4.7% | 9,463 | +4.6% | 0.00% | 0.0% |
| Q1 2019 | $363,000 | +14.2% | 9,048 | +4.8% | 0.00% | 0.0% |
| Q4 2018 | $318,000 | -20.3% | 8,635 | -9.2% | 0.00% | -33.3% |
| Q3 2018 | $399,000 | +5.0% | 9,509 | +3.3% | 0.00% | 0.0% |
| Q2 2018 | $380,000 | -5.5% | 9,206 | -0.3% | 0.00% | 0.0% |
| Q1 2018 | $402,000 | -0.5% | 9,235 | +0.8% | 0.00% | 0.0% |
| Q4 2017 | $404,000 | +2.5% | 9,166 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $394,000 | -41.4% | 8,995 | -44.1% | 0.00% | -50.0% |
| Q2 2017 | $672,000 | +17.9% | 16,100 | +14.1% | 0.01% | +20.0% |
| Q1 2017 | $570,000 | +133.6% | 14,111 | +121.9% | 0.01% | +66.7% |
| Q4 2016 | $244,000 | +15.6% | 6,359 | +15.0% | 0.00% | +50.0% |
| Q3 2016 | $211,000 | -2.8% | 5,529 | +7.7% | 0.00% | -33.3% |
| Q2 2015 | $217,000 | -2.3% | 5,132 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $222,000 | -10.8% | 5,132 | -12.9% | 0.00% | -25.0% |
| Q4 2014 | $249,000 | +6.0% | 5,893 | +14.1% | 0.00% | 0.0% |
| Q3 2014 | $235,000 | – | 5,166 | – | 0.00% | – |
Download | ||||||
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% |