WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $436,311 | +3.3% | 12,054 | +5.4% | 0.00% | 0.0% |
| Q2 2023 | $422,538 | +6.7% | 11,438 | +8.8% | 0.00% | 0.0% |
| Q1 2023 | $395,847 | +1785.0% | 10,514 | +1587.6% | 0.00% | – |
| Q2 2020 | $21,000 | -93.8% | 623 | -92.2% | 0.00% | -100.0% |
| Q4 2014 | $340,000 | -28.3% | 8,035 | -22.9% | 0.02% | -33.3% |
| Q3 2014 | $474,000 | +3.9% | 10,416 | +12.1% | 0.03% | -15.4% |
| Q2 2014 | $456,000 | +20.0% | 9,295 | +16.8% | 0.04% | -2.5% |
| Q1 2014 | $380,000 | +0.3% | 7,960 | -0.4% | 0.04% | -4.8% |
| Q4 2013 | $379,000 | – | 7,990 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |