WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $104,000 | -17.5% | 3,000 | -5.1% | 0.07% | -5.2% |
| Q1 2022 | $126,000 | +5.0% | 3,160 | 0.0% | 0.08% | +8.5% |
| Q3 2021 | $120,000 | -4.0% | 3,160 | 0.0% | 0.07% | -5.3% |
| Q2 2021 | $125,000 | +0.8% | 3,160 | 0.0% | 0.08% | +36.4% |
| Q1 2021 | $124,000 | +5.1% | 3,160 | 0.0% | 0.06% | -32.9% |
| Q4 2020 | $118,000 | +13.5% | 3,160 | 0.0% | 0.08% | -12.8% |
| Q2 2020 | $104,000 | +11.8% | 3,160 | 0.0% | 0.09% | -8.7% |
| Q1 2020 | $93,000 | -30.1% | 3,160 | 0.0% | 0.10% | -14.9% |
| Q4 2019 | $133,000 | +40.0% | 3,160 | +30.3% | 0.12% | +23.5% |
| Q3 2019 | $95,000 | +14.5% | 2,425 | +17.4% | 0.10% | +12.6% |
| Q2 2019 | $83,000 | -96.0% | 2,065 | -97.6% | 0.09% | -43.5% |
| Q1 2019 | $2,065,000 | – | 84,806 | – | 0.15% | – |
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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% |