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 | $3,595,773 | +4.5% | 99,344 | +6.6% | 0.16% | +7.1% |
| Q2 2023 | $3,441,077 | -3.1% | 93,153 | -1.2% | 0.15% | +0.7% |
| Q1 2023 | $3,551,279 | +20.0% | 94,323 | +14.3% | 0.15% | +8.5% |
| Q4 2022 | $2,959,268 | +50.1% | 82,500 | +26.8% | 0.14% | +25.9% |
| Q3 2022 | $1,972,000 | -34.1% | 65,069 | -24.8% | 0.11% | -38.1% |
| Q2 2022 | $2,992,000 | +19.6% | 86,559 | +37.7% | 0.18% | +19.1% |
| Q1 2022 | $2,501,000 | +186.8% | 62,881 | +179.2% | 0.15% | +192.3% |
| Q4 2021 | $872,000 | +10.0% | 22,525 | +7.6% | 0.05% | 0.0% |
| Q3 2021 | $793,000 | -7.5% | 20,941 | -3.2% | 0.05% | -8.8% |
| Q2 2021 | $857,000 | +18.9% | 21,642 | +17.9% | 0.06% | +9.6% |
| Q1 2021 | $721,000 | +19.0% | 18,349 | +13.4% | 0.05% | -3.7% |
| Q4 2020 | $606,000 | -2.1% | 16,177 | -14.0% | 0.05% | -20.6% |
| Q3 2020 | $619,000 | -1.3% | 18,812 | -1.1% | 0.07% | -12.8% |
| Q2 2020 | $627,000 | +24.7% | 19,018 | +11.5% | 0.08% | +5.4% |
| Q1 2020 | $503,000 | +22.4% | 17,059 | +74.3% | 0.07% | +42.3% |
| Q4 2019 | $411,000 | +9.0% | 9,786 | +1.3% | 0.05% | -5.5% |
| Q3 2019 | $377,000 | +37.6% | 9,656 | +42.3% | 0.06% | +27.9% |
| Q2 2019 | $274,000 | +17.6% | 6,787 | +17.3% | 0.04% | +7.5% |
| Q1 2019 | $233,000 | +102.6% | 5,787 | +86.4% | 0.04% | +81.8% |
| Q4 2018 | $115,000 | -17.9% | 3,104 | -7.6% | 0.02% | -15.4% |
| Q3 2018 | $140,000 | +12.0% | 3,360 | +11.1% | 0.03% | +4.0% |
| Q2 2018 | $125,000 | +23.8% | 3,025 | +30.4% | 0.02% | +8.7% |
| Q1 2018 | $101,000 | +23.2% | 2,319 | +26.1% | 0.02% | +9.5% |
| Q4 2017 | $82,000 | – | 1,839 | – | 0.02% | – |
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% |