JFS WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
JFS WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$60,229
-2.0%
1,6640.0%0.01%0.0%
Q2 2023$61,469
-1.9%
1,6640.0%0.01%0.0%
Q1 2023$62,650
-24.2%
1,664
-27.8%
0.01%
-25.0%
Q4 2022$82,644
+18.1%
2,3040.0%0.01%0.0%
Q3 2022$70,000
-12.5%
2,3040.0%0.01%0.0%
Q2 2022$80,000
-13.0%
2,3040.0%0.01%
-11.1%
Q1 2022$92,000
-15.6%
2,304
-18.1%
0.01%
-10.0%
Q4 2021$109,000
+1.9%
2,8140.0%0.01%
-9.1%
Q3 2021$107,000
-7.0%
2,814
-2.9%
0.01%
-35.3%
Q2 2021$115,000
+0.9%
2,8970.0%0.02%
-26.1%
Q1 2021$114,000
-4.2%
2,897
-8.5%
0.02%
-8.0%
Q4 2020$119,000
+10.2%
3,167
-3.5%
0.02%
-3.8%
Q3 2020$108,000
-8.5%
3,283
-8.0%
0.03%
-16.1%
Q2 2020$118,000
-24.4%
3,570
-32.7%
0.03%
-34.0%
Q1 2020$156,000
-43.1%
5,307
-18.7%
0.05%
-29.9%
Q4 2019$274,000
+7.9%
6,527
+0.5%
0.07%
+3.1%
Q3 2019$254,000
-1.9%
6,497
+1.3%
0.06%
-1.5%
Q2 2019$259,000
-21.3%
6,411
-21.5%
0.07%
-23.3%
Q1 2019$329,000
+8.6%
8,166
+0.1%
0.09%
+6.2%
Q4 2018$303,000
-20.3%
8,154
-10.5%
0.08%
-17.3%
Q3 2018$380,000
-7.1%
9,106
-7.8%
0.10%
-9.3%
Q2 2018$409,000
-7.3%
9,873
-2.5%
0.11%
-6.9%
Q1 2018$441,000
-92.6%
10,122
-92.5%
0.12%
-92.1%
Q4 2017$5,963,000
-18.6%
134,327
-19.7%
1.46%
-22.9%
Q3 2017$7,326,000
+10.3%
167,376
+5.2%
1.89%
+3.8%
Q2 2017$6,641,000
+53.5%
159,057
+40.1%
1.82%
+55.8%
Q1 2017$4,325,0000.0%113,4920.0%1.17%0.0%
Q4 2016$4,325,000
+67.9%
113,492
+68.5%
1.17%
+59.1%
Q3 2016$2,576,000
+206.7%
67,362
+192.2%
0.74%
+217.2%
Q2 2016$840,00023,0570.23%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders