WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,021,739 | +1.6% | 28,228 | +3.7% | 0.00% | 0.0% |
| Q2 2023 | $1,005,823 | +98029.1% | 27,228 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,025 | +17.5% | 27,228 | +11.9% | 0.00% | 0.0% |
| Q4 2022 | $872 | -99.8% | 24,328 | +98.4% | 0.00% | +100.0% |
| Q3 2022 | $371,000 | -20.9% | 12,263 | -9.7% | 0.00% | 0.0% |
| Q2 2022 | $469,000 | -15.3% | 13,576 | -2.6% | 0.00% | -33.3% |
| Q1 2022 | $554,000 | +11.7% | 13,938 | +8.6% | 0.00% | +50.0% |
| Q4 2021 | $496,000 | +2.5% | 12,833 | +0.4% | 0.00% | -33.3% |
| Q3 2021 | $484,000 | +23.5% | 12,785 | +29.1% | 0.00% | +50.0% |
| Q2 2021 | $392,000 | – | 9,907 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Providence Wealth Advisors, LLC | 37,106 | $1,233,000 | 0.89% |
| Wealthspire Advisors, LLC | 1,069,644 | $36,978,000 | 0.77% |
| Evanson Asset Management, LLC | 115,434 | $3,991,000 | 0.44% |
| Fieldpoint Private Securities, LLC | 39,495 | $1,365,000 | 0.40% |
| Financial Architects, Inc | 7,198 | $249,000 | 0.32% |
| PrairieView Partners, LLC | 45,422 | $1,570,000 | 0.24% |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 152,248 | $5,213,000 | 0.22% |
| Wealthcare Advisory Partners LLC | 86,559 | $2,992,000 | 0.18% |
| Element Wealth, LLC | 4,035 | $139,000 | 0.14% |
| Passive Capital Management, LLC. | 7,690 | $265,843 | 0.14% |