WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. 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% | – |
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% |