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 | $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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |