WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 48 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $353,000 | +12.1% | 9,109 | +9.7% | 0.02% | -8.0% |
| Q3 2021 | $315,000 | +29.1% | 8,305 | +35.0% | 0.02% | +25.0% |
| Q2 2021 | $244,000 | +14.6% | 6,152 | +13.5% | 0.02% | +5.3% |
| Q1 2021 | $213,000 | +17.7% | 5,422 | +11.9% | 0.02% | +11.8% |
| Q4 2020 | $181,000 | +10.4% | 4,846 | -2.6% | 0.02% | -5.6% |
| Q3 2020 | $164,000 | +6.5% | 4,977 | -4.6% | 0.02% | -10.0% |
| Q1 2020 | $154,000 | -30.3% | 5,217 | -0.6% | 0.02% | -13.0% |
| Q4 2019 | $221,000 | -14.7% | 5,246 | -21.1% | 0.02% | -17.9% |
| Q3 2019 | $259,000 | +23.3% | 6,646 | +27.9% | 0.03% | +27.3% |
| Q2 2019 | $210,000 | +275.0% | 5,197 | +271.2% | 0.02% | +57.1% |
| Q1 2019 | $56,000 | -67.1% | 1,400 | -69.4% | 0.01% | -60.0% |
| Q4 2018 | $170,000 | +193.1% | 4,582 | +227.3% | 0.04% | +29.6% |
| Q3 2018 | $58,000 | -99.7% | 1,400 | +193.5% | 0.03% | +440.0% |
| Q2 2017 | $20,000,000 | +95138.1% | 477 | -20.5% | 0.01% | -28.6% |
| Q2 2016 | $21,000 | -4.5% | 600 | 0.0% | 0.01% | -12.5% |
| Q1 2016 | $22,000 | 0.0% | 600 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $22,000 | -37.1% | 600 | -36.8% | 0.01% | -38.5% |
| Q3 2015 | $35,000 | -12.5% | 950 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $40,000 | +73.9% | 950 | +72.7% | 0.01% | +100.0% |
| Q1 2015 | $23,000 | +187.5% | 550 | +175.0% | 0.01% | +133.3% |
| Q4 2014 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $9,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |