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 | $60,229 | -2.0% | 1,664 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $61,469 | -1.9% | 1,664 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $62,650 | -24.2% | 1,664 | -27.8% | 0.01% | -25.0% |
Q4 2022 | $82,644 | +18.1% | 2,304 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $70,000 | -12.5% | 2,304 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $80,000 | -13.0% | 2,304 | 0.0% | 0.01% | -11.1% |
Q1 2022 | $92,000 | -15.6% | 2,304 | -18.1% | 0.01% | -10.0% |
Q4 2021 | $109,000 | +1.9% | 2,814 | 0.0% | 0.01% | -9.1% |
Q3 2021 | $107,000 | -7.0% | 2,814 | -2.9% | 0.01% | -35.3% |
Q2 2021 | $115,000 | +0.9% | 2,897 | 0.0% | 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 | $4,325,000 | 0.0% | 113,492 | 0.0% | 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 | $840,000 | – | 23,057 | – | 0.23% | – |
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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% |