WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 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% | – |
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% |