WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |