Lenox Wealth Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Lenox Wealth Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$41,883,000
+2.0%
1,046,722
-1.3%
5.25%
+7.5%
Q4 2021$41,051,000
+4.2%
1,060,517
+2.0%
4.88%
-3.6%
Q3 2021$39,386,000
-1.9%
1,039,470
+2.5%
5.07%
-1.5%
Q2 2021$40,166,000
+6.9%
1,014,042
+6.1%
5.14%
-0.1%
Q1 2021$37,569,000
+5.0%
955,797
+0.0%
5.15%
+1.2%
Q4 2020$35,771,000
+12.5%
955,430
-1.2%
5.09%
+6.4%
Q3 2020$31,805,000
+0.8%
966,726
+1.0%
4.78%
-4.4%
Q2 2020$31,543,000
+13.9%
957,012
+1.9%
5.00%
-3.2%
Q1 2020$27,690,000
+3116.0%
939,266
+4488.1%
5.17%
+3755.2%
Q4 2019$861,000
+6.7%
20,472
-1.0%
0.13%0.0%
Q3 2019$807,000
+11.3%
20,672
+15.2%
0.13%
+5.5%
Q2 2019$725,000
+3.6%
17,951
+3.2%
0.13%
-3.1%
Q1 2019$700,000
+88.2%
17,390
+73.6%
0.13%
+65.8%
Q4 2018$372,000
+31.9%
10,015
+48.3%
0.08%
+38.6%
Q3 2018$282,000
+131.1%
6,751
+129.9%
0.06%
+111.1%
Q2 2018$122,0002,9360.03%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders