WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 58 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,480,686 | -1.5% | 151,420 | +0.6% | 0.02% | 0.0% |
| Q2 2023 | $5,562,109 | -2.2% | 150,571 | -0.3% | 0.02% | +7.1% |
| Q1 2023 | $5,688,087 | +125298.7% | 151,078 | +19.5% | 0.01% | +16.7% |
| Q4 2022 | $4,536 | -99.5% | 126,452 | +290.9% | 0.01% | +300.0% |
| Q3 2022 | $981,000 | -9.3% | 32,352 | +3.4% | 0.00% | 0.0% |
| Q2 2022 | $1,082,000 | -9.8% | 31,299 | +3.7% | 0.00% | 0.0% |
| Q1 2022 | $1,200,000 | +8.2% | 30,182 | +5.3% | 0.00% | 0.0% |
| Q4 2021 | $1,109,000 | +8.7% | 28,661 | +6.4% | 0.00% | 0.0% |
| Q3 2021 | $1,020,000 | -6.2% | 26,927 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $1,087,000 | +10.4% | 27,437 | +9.5% | 0.00% | 0.0% |
| Q1 2021 | $985,000 | +18.7% | 25,048 | +13.0% | 0.00% | +50.0% |
| Q4 2020 | $830,000 | +24.4% | 22,164 | +9.3% | 0.00% | 0.0% |
| Q3 2020 | $667,000 | +7.6% | 20,273 | +7.8% | 0.00% | 0.0% |
| Q2 2020 | $620,000 | +16.8% | 18,800 | +4.5% | 0.00% | 0.0% |
| Q1 2020 | $531,000 | -4.2% | 17,999 | +36.6% | 0.00% | 0.0% |
| Q4 2019 | $554,000 | +63.9% | 13,176 | +52.2% | 0.00% | +100.0% |
| Q3 2019 | $338,000 | +10.1% | 8,655 | +13.7% | 0.00% | 0.0% |
| Q2 2019 | $307,000 | – | 7,613 | – | 0.00% | – |
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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% |