WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2020 | $225,000 | -74.1% | 6,023 | -77.2% | 0.00% | -75.0% |
Q3 2020 | $870,000 | -50.9% | 26,456 | -50.8% | 0.01% | -55.6% |
Q2 2020 | $1,772,000 | +17.1% | 53,750 | +4.8% | 0.03% | -22.9% |
Q1 2020 | $1,513,000 | -14.8% | 51,309 | +21.5% | 0.04% | -10.3% |
Q4 2019 | $1,776,000 | +8.4% | 42,244 | +0.6% | 0.04% | -17.0% |
Q3 2019 | $1,639,000 | – | 42,012 | – | 0.05% | – |
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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% |