WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $212,000 | +1.0% | 5,346 | +0.2% | 0.02% | -6.2% |
| Q1 2021 | $210,000 | -9.1% | 5,335 | -13.6% | 0.02% | -11.1% |
| Q4 2020 | $231,000 | +12.1% | 6,175 | -1.4% | 0.02% | +5.9% |
| Q3 2020 | $206,000 | +1.0% | 6,260 | +1.1% | 0.02% | 0.0% |
| Q2 2020 | $204,000 | -20.3% | 6,189 | +1.8% | 0.02% | -26.1% |
| Q4 2019 | $256,000 | +15.8% | 6,079 | +7.4% | 0.02% | +4.5% |
| Q3 2019 | $221,000 | – | 5,658 | – | 0.02% | – |
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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% |