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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $212,901 | -6.9% | 5,548 | -3.8% | 0.02% | -8.0% |
| Q1 2024 | $228,625 | -7.1% | 5,769 | -8.8% | 0.02% | -10.7% |
| Q4 2023 | $246,027 | +645.5% | 6,326 | +655.8% | 0.03% | +833.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Providence Wealth Advisors, LLC | 67,494 | $2,727,000 | 2.51% |
| Evanson Asset Management, LLC | 159,603 | $6,710,000 | 1.32% |
| Beacon Pointe Advisors, LLC | 29,421 | $1,235,000 | 0.38% |
| LVM CAPITAL MANAGEMENT LTD/MI | 40,138 | $1,687,000 | 0.33% |
| Beacon Pointe Wealth Advisors, LLC | 38,524 | $1,620,000 | 0.30% |
| WealthPLAN Partners, LLC | 57,160 | $2,363,000 | 0.28% |
| Madrona Financial Services, LLC | 9,053 | $381,000 | 0.28% |
| PrairieView Partners, LLC | 24,765 | $1,041,000 | 0.22% |
| Linscomb Wealth, Inc. | 76,453 | $3,214,000 | 0.21% |
| Brinker Capital Investments, LLC | 98,872 | $4,157,000 | 0.14% |