WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,318 | -6.3% | 5,504 | -4.5% | 0.00% | -33.3% |
| Q1 2023 | $216,902 | +8.1% | 5,761 | +3.0% | 0.00% | -57.1% |
| Q4 2022 | $200,657 | -11.6% | 5,594 | -2.2% | 0.01% | -12.5% |
| Q1 2022 | $227,000 | -17.2% | 5,720 | -19.2% | 0.01% | -11.1% |
| Q4 2021 | $274,000 | -3.5% | 7,078 | -5.5% | 0.01% | -10.0% |
| Q3 2021 | $284,000 | -28.3% | 7,488 | -25.2% | 0.01% | -37.5% |
| Q2 2021 | $396,000 | -36.4% | 10,008 | -36.9% | 0.02% | -40.7% |
| Q1 2021 | $623,000 | -9.8% | 15,856 | -14.0% | 0.03% | -15.6% |
| Q4 2020 | $691,000 | +82.8% | 18,447 | +60.6% | 0.03% | +60.0% |
| Q3 2020 | $378,000 | +0.5% | 11,484 | +0.7% | 0.02% | 0.0% |
| Q2 2020 | $376,000 | +375.9% | 11,400 | +325.5% | 0.02% | +300.0% |
| Q1 2020 | $79,000 | – | 2,679 | – | 0.01% | – |
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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% |