WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 64 filers reported holding WISDOMTREE TR in Q3 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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 176,076 | $7,356,000 | 1.50% |
| LVM CAPITAL MANAGEMENT LTD/MI | 42,758 | $1,786,000 | 0.41% |
| WealthPLAN Partners, LLC | 53,911 | $2,083,000 | 0.38% |
| FIFTH THIRD BANCORP | 1,333,503 | $55,714,000 | 0.36% |
| Madrona Financial Services, LLC | 8,803 | $368,000 | 0.28% |
| Linscomb Wealth, Inc. | 63,777 | $2,665,000 | 0.22% |
| Brinker Capital Investments, LLC | 147,089 | $6,145,000 | 0.19% |
| SignalPoint Asset Management, LLC | 8,716 | $364,000 | 0.16% |
| EXENCIAL WEALTH ADVISORS, LLC | 16,393 | $685,000 | 0.16% |
| MOTCO | 29,837 | $1,247,000 | 0.12% |