WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $553 | -24.4% | 15,285 | -22.8% | 0.03% | -18.8% |
| Q2 2023 | $731 | -21.3% | 19,801 | -19.7% | 0.03% | -15.8% |
| Q1 2023 | $929 | -39.5% | 24,674 | -42.3% | 0.04% | -50.6% |
| Q4 2022 | $1,535 | -99.8% | 42,798 | +46.7% | 0.08% | +63.8% |
| Q3 2022 | $884,000 | -57.4% | 29,167 | -51.4% | 0.05% | -57.7% |
| Q2 2022 | $2,073,000 | +64.0% | 59,958 | +83.6% | 0.11% | +226.5% |
| Q4 2021 | $1,264,000 | +67.6% | 32,656 | +71.5% | 0.03% | -10.5% |
| Q2 2021 | $754,000 | – | 19,042 | – | 0.04% | – |
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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% |