WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,019,669 | +1.3% | 51,931 | -5.7% | 0.21% | -10.3% |
| Q3 2023 | $1,994,319 | -6.2% | 55,099 | -4.3% | 0.23% | -22.9% |
| Q2 2023 | $2,126,045 | -3.8% | 57,554 | -1.9% | 0.30% | +19.9% |
| Q1 2023 | $2,209,001 | -3.5% | 58,672 | -0.5% | 0.25% | +56.9% |
| Q4 2022 | $2,290,138 | +2.0% | 58,993 | -0.7% | 0.16% | +2.6% |
| Q1 2022 | $2,246,000 | -5.2% | 59,398 | -0.5% | 0.16% | 0.0% |
| Q4 2021 | $2,369,000 | +3.8% | 59,712 | -0.2% | 0.16% | +2.6% |
| Q3 2021 | $2,283,000 | -0.3% | 59,809 | +5.3% | 0.15% | -5.6% |
| Q2 2021 | $2,290,000 | +1.9% | 56,794 | +1.0% | 0.16% | -7.5% |
| Q1 2021 | $2,248,000 | -0.7% | 56,211 | -5.7% | 0.17% | -9.4% |
| Q4 2020 | $2,263,000 | +5.4% | 59,633 | -2.9% | 0.19% | -8.1% |
| Q3 2020 | $2,148,000 | -3.3% | 61,396 | -3.3% | 0.21% | -9.1% |
| Q2 2020 | $2,222,000 | +13.8% | 63,480 | -3.1% | 0.23% | -9.1% |
| Q1 2020 | $1,952,000 | -17.4% | 65,505 | +14.6% | 0.25% | -9.3% |
| Q4 2019 | $2,363,000 | -0.6% | 57,160 | -2.0% | 0.28% | -14.2% |
| Q3 2019 | $2,378,000 | +10.9% | 58,300 | +2.7% | 0.32% | +0.6% |
| Q2 2019 | $2,144,000 | -3.9% | 56,759 | +1.0% | 0.32% | -7.2% |
| Q1 2019 | $2,230,000 | +3.5% | 56,188 | +4.0% | 0.35% | +0.6% |
| Q4 2018 | $2,154,000 | +3.4% | 54,018 | +0.2% | 0.35% | -8.9% |
| Q3 2018 | $2,083,000 | +0.6% | 53,911 | +7.8% | 0.38% | -10.6% |
| Q2 2018 | $2,071,000 | -2.7% | 50,018 | +2.4% | 0.42% | -9.0% |
| Q1 2018 | $2,129,000 | +22.3% | 48,864 | +24.6% | 0.47% | +0.2% |
| Q4 2017 | $1,741,000 | – | 39,204 | – | 0.47% | – |
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% |