WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 76 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $344,974 | +14.8% | 8,990 | +18.6% | 0.00% | 0.0% |
| Q1 2024 | $300,448 | -39.7% | 7,581 | -40.9% | 0.00% | -50.0% |
| Q4 2023 | $498,619 | +14.3% | 12,821 | +6.4% | 0.00% | 0.0% |
| 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 ↓ |
|---|---|---|---|
| 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% |