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 | $9,135,905 | +20.0% | 252,407 | +22.5% | 0.11% | -8.1% |
| Q2 2023 | $7,613,260 | +5.6% | 206,099 | +7.7% | 0.12% | +0.8% |
| Q1 2023 | $7,207,605 | +7.1% | 191,437 | +2.0% | 0.12% | -6.1% |
| Q4 2022 | $6,731,906 | +28.8% | 187,676 | +8.7% | 0.13% | +12.0% |
| Q3 2022 | $5,227,000 | +102.5% | 172,665 | +131.6% | 0.12% | +116.7% |
| Q2 2022 | $2,581,000 | -1.3% | 74,538 | +13.4% | 0.05% | +50.0% |
| Q1 2022 | $2,614,000 | +71.5% | 65,728 | +67.0% | 0.04% | -10.0% |
| Q4 2021 | $1,524,000 | -2.4% | 39,362 | -4.4% | 0.04% | +5.3% |
| Q3 2021 | $1,561,000 | -2.6% | 41,188 | +1.8% | 0.04% | -33.3% |
| Q2 2021 | $1,603,000 | +2.4% | 40,472 | +1.7% | 0.06% | -40.6% |
| Q1 2021 | $1,565,000 | +12.2% | 39,805 | +7.0% | 0.10% | +1.1% |
| Q4 2020 | $1,395,000 | -1.4% | 37,210 | -13.5% | 0.10% | -30.7% |
| Q3 2020 | $1,415,000 | -11.1% | 42,996 | -10.7% | 0.14% | -13.8% |
| Q2 2020 | $1,592,000 | -9.3% | 48,158 | -19.5% | 0.16% | -43.2% |
| Q1 2020 | $1,755,000 | +42.1% | 59,819 | +103.3% | 0.28% | -26.9% |
| Q4 2019 | $1,235,000 | +25.5% | 29,421 | +16.9% | 0.38% | -9.9% |
| Q3 2019 | $984,000 | -10.3% | 25,159 | -7.6% | 0.42% | +6.2% |
| Q2 2019 | $1,097,000 | +17.3% | 27,218 | +17.1% | 0.40% | +14.0% |
| Q1 2019 | $935,000 | +4.0% | 23,236 | -4.2% | 0.35% | -35.7% |
| Q4 2018 | $899,000 | – | 24,244 | – | 0.55% | – |
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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% |