WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,053,871 | +5.1% | 388,280 | +7.2% | 0.02% | +4.2% |
| Q2 2023 | $13,377,499 | +6.1% | 362,141 | +8.1% | 0.02% | 0.0% |
| Q1 2023 | $12,609,384 | +593.2% | 334,911 | +560.4% | 0.02% | +500.0% |
| Q4 2022 | $1,819,025 | +8.9% | 50,711 | -7.9% | 0.00% | 0.0% |
| Q3 2022 | $1,670,000 | -11.4% | 55,087 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $1,884,000 | -11.0% | 54,489 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $2,118,000 | +1.7% | 53,263 | -1.0% | 0.00% | 0.0% |
| Q4 2021 | $2,082,000 | +2.0% | 53,774 | -0.2% | 0.00% | 0.0% |
| Q3 2021 | $2,042,000 | -2.8% | 53,897 | +1.6% | 0.00% | 0.0% |
| Q2 2021 | $2,101,000 | +4.2% | 53,054 | +3.4% | 0.00% | -20.0% |
| Q1 2021 | $2,016,000 | +56.2% | 51,289 | +48.8% | 0.01% | +66.7% |
| Q4 2020 | $1,291,000 | +18.8% | 34,470 | +4.4% | 0.00% | 0.0% |
| Q3 2020 | $1,087,000 | +347.3% | 33,031 | +347.9% | 0.00% | +200.0% |
| Q2 2020 | $243,000 | -74.6% | 7,375 | -71.4% | 0.00% | -80.0% |
| Q4 2018 | $958,000 | +8.6% | 25,821 | +22.3% | 0.01% | +25.0% |
| Q3 2018 | $882,000 | – | 21,108 | – | 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% |