WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 74 filers reported holding WISDOMTREE TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $68,000 | -11.7% | 1,956 | +0.7% | 0.01% | 0.0% |
| Q1 2022 | $77,000 | +2.7% | 1,943 | +0.2% | 0.01% | 0.0% |
| Q4 2021 | $75,000 | +2.7% | 1,939 | +0.2% | 0.01% | 0.0% |
| Q3 2021 | $73,000 | -3.9% | 1,936 | +0.4% | 0.01% | -10.0% |
| Q2 2021 | $76,000 | -13.6% | 1,929 | -13.6% | 0.01% | -16.7% |
| Q1 2021 | $88,000 | +3.5% | 2,232 | -1.9% | 0.01% | -7.7% |
| Q4 2020 | $85,000 | – | 2,276 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 966,726 | $31,805,000 | 4.78% |
| Evanson Asset Management, LLC | 138,928 | $4,571,000 | 0.83% |
| Providence Wealth Advisors, LLC | 24,182 | $796,000 | 0.79% |
| PrairieView Partners, LLC | 52,839 | $1,738,000 | 0.36% |
| WealthPLAN Partners, LLC | 61,396 | $2,148,000 | 0.21% |
| Beacon Pointe Advisors, LLC | 42,996 | $1,415,000 | 0.14% |
| LVM CAPITAL MANAGEMENT LTD/MI | 19,243 | $633,000 | 0.12% |
| SignalPoint Asset Management, LLC | 6,664 | $219,000 | 0.09% |
| Linscomb Wealth, Inc. | 37,960 | $1,249,000 | 0.09% |
| Wealthcare Advisory Partners LLC | 18,812 | $619,000 | 0.07% |