Orion Portfolio Solutions, LLC - WISDOMTREE TR ownership

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
Orion Portfolio Solutions, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$79,0002,6790.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 270,418$11,690,0004.18%
Aris Wealth Services, Inc. 18,881$816,0000.76%
BBVA USA Bancshares, Inc. 329,585$14,248,0000.64%
Linscomb Wealth, Inc. 92,011$3,978,0000.43%
FIFTH THIRD BANCORP 875,965$37,868,0000.33%
LVM CAPITAL MANAGEMENT LTD/MI 17,015$736,0000.25%
Madrona Financial Services, LLC 5,618$243,0000.24%
MOTCO 44,912$1,942,0000.22%
Veritable, L.P. 217,824$9,417,0000.20%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 332,745$15,097,0000.18%
View complete list of WISDOMTREE TR shareholders