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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $300,884 | -9.2% | 8,313 | -7.3% | 0.02% | 0.0% |
Q2 2023 | $331,209 | -2.2% | 8,966 | -0.3% | 0.02% | -16.7% |
Q1 2023 | $338,756 | +4.9% | 8,997 | -0.1% | 0.02% | +5.9% |
Q4 2022 | $323,059 | +17.1% | 9,006 | -1.3% | 0.02% | 0.0% |
Q3 2022 | $276,000 | -22.9% | 9,122 | -11.9% | 0.02% | -15.0% |
Q2 2022 | $358,000 | -12.5% | 10,350 | +0.7% | 0.02% | -4.8% |
Q1 2022 | $409,000 | +7.1% | 10,275 | +4.1% | 0.02% | +16.7% |
Q4 2021 | $382,000 | -73.9% | 9,874 | -64.5% | 0.02% | -71.9% |
Q3 2021 | $1,466,000 | +242.5% | 27,818 | +157.2% | 0.06% | +178.3% |
Q2 2021 | $428,000 | +1.4% | 10,816 | +0.8% | 0.02% | -8.0% |
Q1 2021 | $422,000 | +5.5% | 10,730 | +0.5% | 0.02% | -7.4% |
Q4 2020 | $400,000 | -13.0% | 10,675 | -23.7% | 0.03% | +12.5% |
Q3 2020 | $460,000 | -11.7% | 13,996 | -11.5% | 0.02% | -46.7% |
Q2 2020 | $521,000 | +12.5% | 15,814 | +0.8% | 0.04% | -45.8% |
Q1 2020 | $463,000 | -18.8% | 15,692 | +15.8% | 0.08% | -16.2% |
Q4 2019 | $570,000 | +6.7% | 13,555 | -1.0% | 0.10% | -13.9% |
Q3 2019 | $534,000 | +1.7% | 13,696 | +5.3% | 0.12% | -6.5% |
Q2 2019 | $525,000 | +0.6% | 13,009 | +0.3% | 0.12% | -0.8% |
Q1 2019 | $522,000 | +9.2% | 12,969 | +0.7% | 0.12% | -3.1% |
Q4 2018 | $478,000 | -30.2% | 12,873 | -21.5% | 0.13% | -19.5% |
Q3 2018 | $685,000 | +0.4% | 16,393 | -0.4% | 0.16% | -16.3% |
Q2 2018 | $682,000 | -5.8% | 16,467 | -0.9% | 0.19% | -11.6% |
Q1 2018 | $724,000 | +4.3% | 16,619 | +6.3% | 0.22% | +2.9% |
Q4 2017 | $694,000 | -1.0% | 15,632 | -2.4% | 0.21% | -9.5% |
Q3 2017 | $701,000 | +12.2% | 16,017 | +6.9% | 0.23% | -9.8% |
Q2 2017 | $625,000 | +63.6% | 14,980 | +55.5% | 0.26% | +54.2% |
Q1 2017 | $382,000 | +19.4% | 9,632 | +14.7% | 0.17% | +22.1% |
Q4 2016 | $320,000 | +11.9% | 8,398 | +10.0% | 0.14% | +7.1% |
Q3 2016 | $286,000 | +16.7% | 7,637 | +13.7% | 0.13% | +15.5% |
Q2 2016 | $245,000 | -9.6% | 6,714 | -7.4% | 0.11% | -14.1% |
Q1 2016 | $271,000 | – | 7,249 | – | 0.13% | – |
Download |
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% |