WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. 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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |