WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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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% |