WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 66 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $33,000 | +22.2% | 837 | -9.0% | 0.00% | -25.0% |
| Q1 2020 | $27,000 | -30.8% | 920 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $39,000 | +8.3% | 920 | 0.0% | 0.01% | +25.0% |
| Q3 2019 | $36,000 | +44.0% | 920 | +47.4% | 0.00% | +33.3% |
| Q2 2019 | $25,000 | 0.0% | 624 | 0.0% | 0.00% | -25.0% |
| Q1 2019 | $25,000 | +8.7% | 624 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $23,000 | -11.5% | 624 | 0.0% | 0.00% | +33.3% |
| Q3 2018 | $26,000 | 0.0% | 624 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $26,000 | -23.5% | 624 | -20.5% | 0.00% | -25.0% |
| Q1 2018 | $34,000 | -2.9% | 785 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $35,000 | +2.9% | 785 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $34,000 | – | 785 | – | 0.00% | – |
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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% |