WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,949 | +12.6% | 5,165 | +11.6% | 0.04% | +2.5% |
| Q2 2023 | $166,043 | 0.0% | 4,629 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $166,043 | +0.0% | 4,629 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $166,042 | +16.1% | 4,629 | 0.0% | 0.04% | +8.1% |
| Q3 2022 | $143,000 | -7.7% | 4,629 | +1.2% | 0.04% | -5.1% |
| Q2 2022 | $155,000 | -29.2% | 4,576 | -16.8% | 0.04% | -22.0% |
| Q1 2022 | $219,000 | -56.3% | 5,503 | -57.5% | 0.05% | -58.3% |
| Q4 2021 | $501,000 | +285.4% | 12,950 | +277.1% | 0.12% | +252.9% |
| Q3 2021 | $130,000 | -4.4% | 3,434 | 0.0% | 0.03% | -5.6% |
| Q2 2021 | $136,000 | +0.7% | 3,434 | 0.0% | 0.04% | -7.7% |
| Q1 2021 | $135,000 | -12.3% | 3,434 | -16.5% | 0.04% | -20.4% |
| Q4 2020 | $154,000 | -34.5% | 4,114 | -42.5% | 0.05% | +6.5% |
| Q3 2020 | $235,000 | -13.0% | 7,158 | -12.7% | 0.05% | -54.9% |
| Q2 2020 | $270,000 | +4.2% | 8,196 | -6.8% | 0.10% | -18.4% |
| Q1 2020 | $259,000 | -18.6% | 8,792 | +16.4% | 0.12% | -3.1% |
| Q4 2019 | $318,000 | +101.3% | 7,556 | +87.0% | 0.13% | +138.9% |
| Q3 2019 | $158,000 | +3060.0% | 4,041 | +2893.3% | 0.05% | +2600.0% |
| Q2 2019 | $5,000 | – | 135 | – | 0.00% | – |
Download | ||||||
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% |