Element Wealth, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 64 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$131,621
-3.1%
3,636
-1.1%
0.10%0.0%
Q2 2023$135,867
-1.1%
3,678
+0.8%
0.10%
-6.9%
Q1 2023$137,395
-6.1%
3,649
-10.5%
0.10%
-15.0%
Q4 2022$146,284
+18.9%
4,078
+0.4%
0.12%
+6.2%
Q3 2022$123,000
-11.5%
4,062
+0.7%
0.11%
-18.1%
Q2 2022$139,000
-4.8%
4,035
+9.8%
0.14%
+16.9%
Q1 2022$146,0003,6750.12%
Other shareholders
WISDOMTREE TR shareholders Q3 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