IHT Wealth Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 76 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IHT Wealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2024$236,373
+0.3%
6,160
+3.6%
0.01%0.0%
Q1 2024$235,618
+4.6%
5,945
+2.6%
0.01%
-10.0%
Q4 2023$225,296
+9.4%
5,793
+1.8%
0.01%0.0%
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 ↓
Providence Wealth Advisors, LLC 67,494$2,727,0002.51%
Evanson Asset Management, LLC 159,603$6,710,0001.32%
Beacon Pointe Advisors, LLC 29,421$1,235,0000.38%
LVM CAPITAL MANAGEMENT LTD/MI 40,138$1,687,0000.33%
Beacon Pointe Wealth Advisors, LLC 38,524$1,620,0000.30%
WealthPLAN Partners, LLC 57,160$2,363,0000.28%
Madrona Financial Services, LLC 9,053$381,0000.28%
PrairieView Partners, LLC 24,765$1,041,0000.22%
Linscomb Wealth, Inc. 76,453$3,214,0000.21%
Brinker Capital Investments, LLC 98,872$4,157,0000.14%
View complete list of WISDOMTREE TR shareholders