WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 47 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.1%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |