WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $237,000 | +8.2% | 6,337 | -4.9% | 0.09% | -1.1% |
| Q3 2020 | $219,000 | -0.5% | 6,664 | -0.2% | 0.09% | -8.1% |
| Q2 2020 | $220,000 | +7.3% | 6,678 | -3.7% | 0.10% | -8.3% |
| Q1 2020 | $205,000 | -21.5% | 6,937 | +11.6% | 0.11% | -1.8% |
| Q4 2019 | $261,000 | +4.4% | 6,214 | -2.9% | 0.11% | -0.9% |
| Q3 2019 | $250,000 | -3.8% | 6,400 | -0.6% | 0.11% | -10.5% |
| Q2 2019 | $260,000 | -33.7% | 6,437 | -33.7% | 0.12% | -27.5% |
| Q1 2019 | $392,000 | +8.0% | 9,716 | -0.7% | 0.17% | -2.3% |
| Q4 2018 | $363,000 | -0.3% | 9,785 | +12.3% | 0.18% | +7.4% |
| Q3 2018 | $364,000 | +1.7% | 8,716 | +0.8% | 0.16% | -4.7% |
| Q2 2018 | $358,000 | -4.3% | 8,649 | +0.7% | 0.17% | -5.0% |
| Q1 2018 | $374,000 | -0.5% | 8,589 | +1.4% | 0.18% | +76.5% |
| Q4 2017 | $376,000 | 0.0% | 8,473 | -1.4% | 0.10% | -46.3% |
| Q3 2017 | $376,000 | -54.0% | 8,591 | -56.2% | 0.19% | -15.2% |
| Q2 2017 | $818,000 | +3.3% | 19,603 | +0.5% | 0.22% | +1.8% |
| Q1 2017 | $792,000 | +12.3% | 19,513 | +5.4% | 0.22% | +21.5% |
| Q4 2016 | $705,000 | -0.6% | 18,508 | -0.2% | 0.18% | -3.7% |
| Q3 2016 | $709,000 | +130.9% | 18,544 | +120.3% | 0.19% | +46.9% |
| Q2 2016 | $307,000 | -10.5% | 8,419 | -8.4% | 0.13% | -12.9% |
| Q1 2016 | $343,000 | +3.9% | 9,195 | +5.1% | 0.15% | +1.4% |
| Q4 2015 | $330,000 | -8.8% | 8,745 | -9.6% | 0.14% | -11.6% |
| Q3 2015 | $362,000 | -5.0% | 9,676 | +9.7% | 0.16% | +3.8% |
| Q2 2015 | $381,000 | 0.0% | 8,819 | 0.0% | 0.16% | 0.0% |
| Q1 2015 | $381,000 | +24.9% | 8,819 | +22.5% | 0.16% | +15.3% |
| Q4 2014 | $305,000 | +22.0% | 7,201 | +31.2% | 0.14% | +13.2% |
| Q3 2014 | $250,000 | +8.7% | 5,490 | +17.2% | 0.12% | +17.5% |
| Q2 2014 | $230,000 | -12.9% | 4,685 | -15.2% | 0.10% | -16.3% |
| Q1 2014 | $264,000 | -9.3% | 5,525 | -9.9% | 0.12% | -6.8% |
| Q4 2013 | $291,000 | +8.6% | 6,132 | +3.0% | 0.13% | -22.4% |
| Q3 2013 | $268,000 | -46.8% | 5,952 | -52.8% | 0.17% | -58.3% |
| Q2 2013 | $504,000 | – | 12,601 | – | 0.41% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |