WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $149 | -6.9% | 4 | -89.5% | 0.00% | -100.0% |
| Q1 2023 | $160 | -99.9% | 38 | +26.7% | 0.01% | +25.0% |
| Q3 2022 | $129,000 | -12.2% | 30 | -14.3% | 0.00% | -20.0% |
| Q2 2022 | $147,000 | -13.0% | 35 | -12.5% | 0.01% | 0.0% |
| Q1 2022 | $169,000 | +3.0% | 40 | +2.6% | 0.01% | +25.0% |
| Q4 2021 | $164,000 | +331.6% | 39 | +875.0% | 0.00% | -77.8% |
| Q3 2021 | $38,000 | -5.0% | 4 | 0.0% | 0.02% | +28.6% |
| Q2 2021 | $40,000 | -75.0% | 4 | 0.0% | 0.01% | +366.7% |
| Q1 2021 | $160,000 | +15900.0% | 4 | -78.9% | 0.00% | +200.0% |
| Q4 2020 | $1,000 | -100.0% | 19 | -75.0% | 0.00% | -85.7% |
| Q1 2020 | $2,248,000 | – | 76 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |