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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |