WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,156 | -5.3% | 31,963 | -3.4% | 0.16% | -1.9% |
| Q2 2023 | $1,221 | -2.0% | 33,080 | -0.1% | 0.16% | -6.4% |
| Q1 2023 | $1,246 | +4.9% | 33,120 | 0.0% | 0.17% | -2.3% |
| Q4 2022 | $1,188 | -99.9% | 33,120 | -14.6% | 0.18% | -9.3% |
| Q3 2022 | $1,176,000 | -25.1% | 38,788 | -14.6% | 0.19% | -21.2% |
| Q2 2022 | $1,570,000 | -13.1% | 45,422 | 0.0% | 0.24% | -4.7% |
| Q1 2022 | $1,806,000 | +1.7% | 45,422 | -1.0% | 0.26% | +4.0% |
| Q4 2021 | $1,776,000 | -4.7% | 45,888 | -6.7% | 0.25% | -11.2% |
| Q3 2021 | $1,863,000 | -4.4% | 49,170 | 0.0% | 0.28% | -4.8% |
| Q2 2021 | $1,948,000 | +0.8% | 49,170 | 0.0% | 0.29% | -5.5% |
| Q1 2021 | $1,933,000 | +4.8% | 49,170 | -0.2% | 0.31% | -4.9% |
| Q4 2020 | $1,845,000 | +6.2% | 49,268 | -6.8% | 0.32% | -11.0% |
| Q3 2020 | $1,738,000 | -1.8% | 52,839 | -1.6% | 0.36% | -6.6% |
| Q2 2020 | $1,770,000 | -64.0% | 53,691 | -67.8% | 0.39% | -36.8% |
| Q1 2020 | $4,912,000 | +371.9% | 166,626 | +572.8% | 0.62% | +176.3% |
| Q4 2019 | $1,041,000 | +7.8% | 24,765 | 0.0% | 0.22% | +0.4% |
| Q3 2019 | $966,000 | +292.7% | 24,765 | +338.8% | 0.22% | +278.0% |
| Q1 2018 | $246,000 | -7.9% | 5,644 | -6.0% | 0.06% | -21.3% |
| Q4 2017 | $267,000 | – | 6,006 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |