IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$206,023
+1.5%
5,692
+3.6%
0.01%
-9.1%
Q2 2023$202,8865,4920.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2023
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 176,076$7,356,0001.50%
LVM CAPITAL MANAGEMENT LTD/MI 42,758$1,786,0000.41%
WealthPLAN Partners, LLC 53,911$2,083,0000.38%
FIFTH THIRD BANCORP 1,333,503$55,714,0000.36%
Madrona Financial Services, LLC 8,803$368,0000.28%
Linscomb Wealth, Inc. 63,777$2,665,0000.22%
Brinker Capital Investments, LLC 147,089$6,145,0000.19%
SignalPoint Asset Management, LLC 8,716$364,0000.16%
EXENCIAL WEALTH ADVISORS, LLC 16,393$685,0000.16%
MOTCO 29,837$1,247,0000.12%
View complete list of WISDOMTREE TR shareholders