WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,220 | +11.3% | 310 | +13.6% | 0.00% | – |
| Q2 2023 | $10,085 | +81.0% | 273 | +84.5% | 0.00% | – |
| Q1 2023 | $5,572 | +111340.0% | 148 | +8.0% | 0.00% | – |
| Q4 2022 | $5 | -100.0% | 137 | -97.3% | 0.00% | -100.0% |
| Q4 2019 | $216,000 | +7.5% | 5,147 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $201,000 | -8.6% | 5,147 | -5.3% | 0.01% | -30.8% |
| Q2 2019 | $220,000 | -58.2% | 5,436 | -58.4% | 0.01% | -61.8% |
| Q1 2019 | $526,000 | -5.4% | 13,068 | -12.7% | 0.03% | -5.6% |
| Q4 2018 | $556,000 | -43.4% | 14,977 | -36.3% | 0.04% | -52.6% |
| Q3 2018 | $983,000 | -10.9% | 23,528 | -12.3% | 0.08% | -24.8% |
| Q2 2018 | $1,103,000 | – | 26,814 | – | 0.10% | – |
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% |