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
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 | $122,000 | – | 2,936 | – | 0.03% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |