WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,181 | -59.6% | 5,724 | -55.2% | 0.01% | -18.2% |
| Q2 2023 | $512,302 | +68.3% | 12,790 | +81.4% | 0.01% | -15.4% |
| Q1 2023 | $304,432 | +72211.6% | 7,052 | -27.8% | 0.01% | +18.2% |
| Q4 2022 | $421 | -99.9% | 9,773 | -0.9% | 0.01% | 0.0% |
| Q3 2022 | $424,000 | +13.7% | 9,862 | +13.6% | 0.01% | -8.3% |
| Q2 2022 | $373,000 | -50.5% | 8,683 | -50.5% | 0.01% | +33.3% |
| Q1 2022 | $754,000 | +104.3% | 17,557 | +82.9% | 0.01% | +28.6% |
| Q4 2021 | $369,000 | -3.9% | 9,598 | -5.6% | 0.01% | -12.5% |
| Q3 2021 | $384,000 | -11.1% | 10,164 | -7.3% | 0.01% | -11.1% |
| Q2 2021 | $432,000 | +1.4% | 10,962 | +0.8% | 0.01% | +12.5% |
| Q1 2021 | $426,000 | +2.2% | 10,870 | -2.3% | 0.01% | -52.9% |
| Q4 2020 | $417,000 | +9.4% | 11,121 | -4.0% | 0.02% | -26.1% |
| Q3 2020 | $381,000 | -10.6% | 11,590 | -10.4% | 0.02% | -32.4% |
| Q2 2020 | $426,000 | +11.5% | 12,937 | +1.2% | 0.03% | -12.8% |
| Q1 2020 | $382,000 | -30.7% | 12,778 | -2.0% | 0.04% | -4.9% |
| Q4 2019 | $551,000 | +4.4% | 13,041 | -4.4% | 0.04% | +17.1% |
| Q3 2019 | $528,000 | +95.6% | 13,642 | +105.1% | 0.04% | -5.4% |
| Q1 2019 | $270,000 | -49.5% | 6,652 | -53.8% | 0.04% | +12.1% |
| Q4 2018 | $535,000 | -10.8% | 14,407 | +0.3% | 0.03% | +37.5% |
| Q3 2018 | $600,000 | +1.7% | 14,367 | +0.7% | 0.02% | -4.0% |
| Q2 2018 | $590,000 | -4.7% | 14,263 | +2.3% | 0.02% | -10.7% |
| Q1 2018 | $619,000 | 0.0% | 13,943 | 0.0% | 0.03% | 0.0% |
| Q4 2017 | $619,000 | +2.8% | 13,943 | +1.3% | 0.03% | +16.7% |
| Q3 2017 | $602,000 | +123.0% | 13,760 | +106.9% | 0.02% | -35.1% |
| Q1 2016 | $270,000 | – | 6,652 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |