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 | $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 ↓ |
|---|---|---|---|
| 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% |