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 | $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 | $146,000 | – | 3,675 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |