UBS Group AG - WISDOMTREE TR ownership

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
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$5,341,116
-7.4%
147,565
-5.5%
0.00%0.0%
Q2 2023$5,770,065
+9.8%
156,201
+11.9%
0.00%0.0%
Q1 2023$5,256,542
+61.0%
139,616
+53.4%
0.00%
+100.0%
Q4 2022$3,264,027
+77.9%
90,996
+50.3%
0.00%0.0%
Q3 2022$1,835,000
-19.1%
60,524
-7.8%
0.00%0.0%
Q2 2022$2,269,000
-4.4%
65,627
+9.9%
0.00%0.0%
Q1 2022$2,374,000
+14.9%
59,694
+11.8%
0.00%0.0%
Q4 2021$2,066,000
+13.5%
53,379
+11.0%
0.00%0.0%
Q3 2021$1,821,000
-3.2%
48,082
+1.2%
0.00%0.0%
Q2 2021$1,882,000
+31.1%
47,505
+30.0%
0.00%
Q1 2021$1,436,000
+15.5%
36,535
+10.0%
0.00%
Q4 2020$1,243,000
+13.2%
33,203
-0.6%
0.00%
Q3 2020$1,098,000
+0.4%
33,391
+0.6%
0.00%
Q2 2020$1,094,000
-5.2%
33,185
-15.2%
0.00%
-100.0%
Q1 2020$1,154,000
-79.5%
39,145
-70.7%
0.00%
-50.0%
Q4 2019$5,621,000
+6.9%
133,717
-0.8%
0.00%0.0%
Q3 2019$5,258,000
-23.1%
134,777
-20.4%
0.00%
-33.3%
Q2 2019$6,835,000
-18.6%
169,225
-18.9%
0.00%0.0%
Q1 2019$8,400,000
+21.0%
208,590
+11.5%
0.00%0.0%
Q4 2018$6,940,000
+71.7%
187,027
+93.3%
0.00%
+50.0%
Q3 2018$4,043,000
+4.7%
96,764
+3.8%
0.00%0.0%
Q2 2018$3,860,000
-5.3%
93,239
-0.3%
0.00%0.0%
Q1 2018$4,076,000
+12.0%
93,540
+14.1%
0.00%
+100.0%
Q4 2017$3,639,000
+9.2%
81,982
+7.7%
0.00%
-50.0%
Q3 2017$3,331,000
+4.0%
76,101
-0.8%
0.00%0.0%
Q2 2017$3,204,000
-3.6%
76,745
-6.2%
0.00%0.0%
Q1 2017$3,323,000
+28.4%
81,846
+20.6%
0.00%
+100.0%
Q4 2016$2,587,000
-27.8%
67,877
-27.5%
0.00%
-50.0%
Q3 2016$3,582,000
+5.0%
93,669
+0.1%
0.00%0.0%
Q2 2016$3,410,000
-9.5%
93,617
-7.2%
0.00%
-33.3%
Q1 2016$3,766,000
+23.6%
100,849
+24.9%
0.00%
+50.0%
Q4 2015$3,048,000
+0.2%
80,769
-0.6%
0.00%0.0%
Q3 2015$3,041,000
+31.2%
81,254
+48.0%
0.00%0.0%
Q2 2015$2,318,000
+15.2%
54,905
+17.9%
0.00%
+100.0%
Q1 2015$2,013,000
+13.0%
46,562
+10.6%
0.00%0.0%
Q4 2014$1,781,00042,1060.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders