WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 69 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,166 | -5.5% | 8,872 | -3.6% | 0.02% | -5.6% |
| Q2 2023 | $339,885 | -13.6% | 9,201 | -11.9% | 0.02% | -25.0% |
| Q1 2023 | $393,217 | +347.4% | 10,444 | +326.3% | 0.02% | +380.0% |
| Q4 2022 | $87,882 | +137.5% | 2,450 | +96.0% | 0.01% | +66.7% |
| Q3 2022 | $37,000 | -26.0% | 1,250 | -13.8% | 0.00% | +50.0% |
| Q2 2022 | $50,000 | -12.3% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | +1.8% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $56,000 | +1.8% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $55,000 | -3.5% | 1,450 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $57,000 | +714.3% | 1,450 | +625.0% | 0.00% | – |
| Q1 2021 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2020 | $7,000 | -80.0% | 200 | -81.8% | 0.00% | -100.0% |
| Q3 2020 | $35,000 | +66.7% | 1,098 | +68.9% | 0.00% | +100.0% |
| Q2 2020 | $21,000 | +16.7% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -33.3% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $27,000 | +8.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $25,000 | -3.8% | 650 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $26,000 | 0.0% | 650 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $26,000 | +8.3% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $24,000 | -11.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $27,000 | +237.5% | 650 | +225.0% | 0.00% | +100.0% |
| Q2 2018 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $8,000 | -71.4% | 200 | -69.2% | 0.00% | -66.7% |
| Q4 2017 | $28,000 | +250.0% | 650 | +225.0% | 0.00% | +200.0% |
| Q3 2017 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $8,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |