WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 71 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $274,778 | +24.2% | 7,086 | +16.5% | 0.20% | +23.8% |
| Q4 2022 | $221,202 | -82.1% | 6,085 | -83.6% | 0.16% | -81.6% |
| Q2 2022 | $1,233,000 | -29.3% | 37,106 | -14.5% | 0.89% | -20.6% |
| Q1 2022 | $1,744,000 | +5.2% | 43,395 | +3.6% | 1.12% | +7.6% |
| Q4 2021 | $1,658,000 | -0.3% | 41,895 | -4.4% | 1.04% | -9.9% |
| Q3 2021 | $1,663,000 | -3.4% | 43,837 | +1.7% | 1.16% | -1.5% |
| Q2 2021 | $1,721,000 | +11.8% | 43,119 | +10.1% | 1.18% | +3.9% |
| Q1 2021 | $1,540,000 | +35.2% | 39,167 | +29.2% | 1.13% | +19.6% |
| Q4 2020 | $1,139,000 | +43.1% | 30,326 | +25.4% | 0.95% | +20.4% |
| Q3 2020 | $796,000 | -12.2% | 24,182 | -12.2% | 0.79% | -15.0% |
| Q2 2020 | $907,000 | -8.4% | 27,532 | -20.1% | 0.92% | -22.6% |
| Q1 2020 | $990,000 | -63.7% | 34,457 | -48.9% | 1.20% | -52.4% |
| Q4 2019 | $2,727,000 | +106.6% | 67,494 | +99.6% | 2.51% | +113.0% |
| Q3 2019 | $1,320,000 | -8.8% | 33,820 | -5.4% | 1.18% | -12.5% |
| Q2 2019 | $1,447,000 | -8.2% | 35,739 | -7.8% | 1.35% | -9.2% |
| Q1 2019 | $1,576,000 | +23.4% | 38,758 | +12.6% | 1.48% | +4.6% |
| Q4 2018 | $1,277,000 | -26.0% | 34,415 | -17.4% | 1.42% | -15.7% |
| Q2 2018 | $1,725,000 | – | 41,662 | – | 1.68% | – |
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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% |