WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $1,000 | 0.0% | 27 | -3.6% | 0.00% | – |
Q1 2017 | $1,000 | 0.0% | 28 | +3.7% | 0.00% | – |
Q4 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q3 2016 | $1,000 | 0.0% | 27 | 0.0% | 0.00% | – |
Q2 2016 | $1,000 | -93.8% | 27 | -93.7% | 0.00% | -100.0% |
Q1 2016 | $16,000 | 0.0% | 429 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $16,000 | 0.0% | 429 | 0.0% | 0.01% | -10.0% |
Q3 2015 | $16,000 | -11.1% | 429 | 0.0% | 0.01% | -9.1% |
Q2 2015 | $18,000 | -5.3% | 429 | 0.0% | 0.01% | -8.3% |
Q1 2015 | $19,000 | +5.6% | 429 | 0.0% | 0.01% | -7.7% |
Q4 2014 | $18,000 | -10.0% | 429 | 0.0% | 0.01% | -13.3% |
Q3 2014 | $20,000 | -4.8% | 429 | 0.0% | 0.02% | -6.2% |
Q2 2014 | $21,000 | +5.0% | 429 | 0.0% | 0.02% | -5.9% |
Q1 2014 | $20,000 | 0.0% | 429 | 0.0% | 0.02% | 0.0% |
Q4 2013 | $20,000 | +5.3% | 429 | 0.0% | 0.02% | -5.6% |
Q3 2013 | $19,000 | – | 429 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
MOTCO | 44,912 | $1,942,000 | 0.22% |
Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |