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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 270,418 | $11,690,000 | 4.18% |
| Aris Wealth Services, Inc. | 18,881 | $816,000 | 0.76% |
| BBVA USA Bancshares, Inc. | 329,585 | $14,248,000 | 0.64% |
| Linscomb Wealth, Inc. | 92,011 | $3,978,000 | 0.43% |
| FIFTH THIRD BANCORP | 875,965 | $37,868,000 | 0.33% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,015 | $736,000 | 0.25% |
| Madrona Financial Services, LLC | 5,618 | $243,000 | 0.24% |
| MOTCO | 44,912 | $1,942,000 | 0.22% |
| Veritable, L.P. | 217,824 | $9,417,000 | 0.20% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 332,745 | $15,097,000 | 0.18% |