WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,775,173 | +9.9% | 76,672 | +12.2% | 0.46% | +13.0% |
| Q2 2023 | $2,524,615 | +19.1% | 68,344 | +21.3% | 0.41% | +8.5% |
| Q1 2023 | $2,120,588 | +24.6% | 56,324 | +18.7% | 0.38% | +15.0% |
| Q4 2022 | $1,702,345 | +123.1% | 47,459 | +88.6% | 0.33% | +103.1% |
| Q3 2022 | $763,000 | +22.9% | 25,160 | +40.0% | 0.16% | +22.0% |
| Q2 2022 | $621,000 | +21.3% | 17,970 | +39.6% | 0.13% | +37.5% |
| Q1 2022 | $512,000 | +814.3% | 12,874 | +777.0% | 0.10% | +772.7% |
| Q3 2021 | $56,000 | – | 1,468 | – | 0.01% | – |
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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% |