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 | $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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |