WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,996,730 | -8.3% | 110,422 | -6.5% | 0.37% | -7.5% |
| Q2 2023 | $4,360,538 | -1.6% | 118,044 | +0.3% | 0.40% | -9.1% |
| Q1 2023 | $4,429,224 | +8.0% | 117,642 | +2.9% | 0.44% | -0.7% |
| Q4 2022 | $4,099,562 | +17.9% | 114,289 | -0.4% | 0.44% | +8.1% |
| Q3 2022 | $3,478,000 | -12.9% | 114,743 | -0.6% | 0.41% | -7.1% |
| Q2 2022 | $3,991,000 | -11.4% | 115,434 | +1.9% | 0.44% | +0.2% |
| Q1 2022 | $4,506,000 | -1.5% | 113,292 | -4.1% | 0.44% | +7.6% |
| Q4 2021 | $4,574,000 | -9.9% | 118,157 | -7.3% | 0.41% | -22.0% |
| Q3 2021 | $5,079,000 | -7.0% | 127,457 | -7.6% | 0.52% | -8.1% |
| Q2 2021 | $5,463,000 | -1.1% | 137,915 | -1.8% | 0.57% | -30.4% |
| Q1 2021 | $5,521,000 | +6.8% | 140,459 | +1.7% | 0.82% | -0.7% |
| Q4 2020 | $5,168,000 | +13.1% | 138,044 | -0.6% | 0.82% | -0.5% |
| Q3 2020 | $4,571,000 | -5.5% | 138,928 | -5.3% | 0.83% | -13.8% |
| Q2 2020 | $4,837,000 | +7.3% | 146,749 | -4.1% | 0.96% | -10.9% |
| Q1 2020 | $4,510,000 | -32.8% | 152,993 | -4.1% | 1.08% | -18.5% |
| Q4 2019 | $6,710,000 | +7.9% | 159,603 | +0.2% | 1.32% | +3.3% |
| Q3 2019 | $6,218,000 | -8.1% | 159,355 | -4.9% | 1.28% | -6.5% |
| Q2 2019 | $6,765,000 | -0.8% | 167,489 | -1.1% | 1.37% | -2.9% |
| Q1 2019 | $6,818,000 | +3.2% | 169,292 | -4.9% | 1.41% | -6.8% |
| Q4 2018 | $6,605,000 | -10.2% | 177,977 | +1.1% | 1.51% | +0.9% |
| Q3 2018 | $7,356,000 | -1.8% | 176,076 | -2.7% | 1.50% | +0.6% |
| Q2 2018 | $7,492,000 | -15.8% | 180,978 | -11.4% | 1.49% | -18.8% |
| Q1 2018 | $8,900,000 | -8.0% | 204,262 | -6.2% | 1.83% | -6.7% |
| Q4 2017 | $9,672,000 | +1.2% | 217,876 | -0.2% | 1.96% | -4.0% |
| Q3 2017 | $9,554,000 | +3.6% | 218,276 | -1.2% | 2.04% | -3.8% |
| Q2 2017 | $9,223,000 | +7.5% | 220,907 | +4.5% | 2.12% | +0.2% |
| Q1 2017 | $8,581,000 | +11.5% | 211,352 | +4.6% | 2.12% | -1.0% |
| Q4 2016 | $7,697,000 | -19.8% | 201,974 | -19.5% | 2.14% | -21.7% |
| Q3 2016 | $9,600,000 | +2.2% | 251,003 | -2.6% | 2.73% | -3.7% |
| Q2 2016 | $9,390,000 | +0.2% | 257,749 | +2.7% | 2.84% | -11.5% |
| Q1 2016 | $9,375,000 | -2.3% | 251,073 | -1.3% | 3.21% | -8.3% |
| Q4 2015 | $9,599,000 | -6.4% | 254,332 | -7.2% | 3.50% | -9.0% |
| Q3 2015 | $10,254,000 | -15.6% | 273,935 | -4.8% | 3.85% | -9.2% |
| Q2 2015 | $12,150,000 | +3.9% | 287,834 | +6.4% | 4.24% | +1.3% |
| Q1 2015 | $11,690,000 | +1.0% | 270,418 | -1.1% | 4.18% | -2.1% |
| Q4 2014 | $11,573,000 | +17.5% | 273,552 | +26.3% | 4.27% | +6.5% |
| Q3 2014 | $9,848,000 | -5.9% | 216,575 | +1.6% | 4.01% | -0.9% |
| Q2 2014 | $10,462,000 | +5.8% | 213,155 | +2.9% | 4.05% | -6.8% |
| Q1 2014 | $9,892,000 | +10.3% | 207,158 | +9.5% | 4.34% | +8.7% |
| Q4 2013 | $8,971,000 | – | 189,133 | – | 4.00% | – |
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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% |