WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $939,850 | -34.0% | 25,954 | -32.6% | 0.00% | -66.7% |
Q2 2023 | $1,423,349 | +15.2% | 38,521 | +17.4% | 0.00% | +50.0% |
Q1 2023 | $1,235,449 | +37.5% | 32,808 | +31.0% | 0.00% | 0.0% |
Q4 2022 | $898,688 | +149.6% | 25,043 | +110.7% | 0.00% | +100.0% |
Q3 2022 | $360,000 | +51.3% | 11,885 | +72.5% | 0.00% | 0.0% |
Q2 2022 | $238,000 | +120.4% | 6,889 | +155.7% | 0.00% | – |
Q1 2022 | $108,000 | +5.9% | 2,694 | +1.8% | 0.00% | – |
Q4 2021 | $102,000 | +18.6% | 2,647 | +16.0% | 0.00% | – |
Q3 2021 | $86,000 | -80.0% | 2,281 | -78.9% | 0.00% | -100.0% |
Q2 2021 | $429,000 | +0.9% | 10,831 | +0.4% | 0.00% | 0.0% |
Q1 2021 | $425,000 | +9.5% | 10,791 | +4.1% | 0.00% | 0.0% |
Q4 2020 | $388,000 | -3.0% | 10,370 | -14.7% | 0.00% | 0.0% |
Q3 2020 | $400,000 | +153.2% | 12,153 | +154.5% | 0.00% | 0.0% |
Q2 2020 | $158,000 | -85.9% | 4,776 | -87.4% | 0.00% | -80.0% |
Q1 2020 | $1,119,000 | – | 37,945 | – | 0.01% | – |
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% |