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 | $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 | $1,781,000 | – | 42,106 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evanson Asset Management, LLC | 159,355 | $6,218,000 | 1.28% |
Providence Wealth Advisors, LLC | 33,820 | $1,320,000 | 1.18% |
Beacon Pointe Advisors, LLC | 25,159 | $984,000 | 0.42% |
Beacon Pointe Wealth Advisors, LLC | 43,463 | $1,698,000 | 0.36% |
WealthPLAN Partners, LLC | 58,300 | $2,378,000 | 0.32% |
LVM CAPITAL MANAGEMENT LTD/MI | 38,983 | $1,521,000 | 0.32% |
MADRONA FUNDS, LLC | 9,293 | $363,000 | 0.27% |
Madrona Financial Services, LLC | 9,293 | $363,000 | 0.27% |
Linscomb & Williams, Inc. | 78,048 | $3,045,000 | 0.24% |
PrairieView Partners, LLC | 24,765 | $966,000 | 0.22% |