Charter Oak Capital Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Charter Oak Capital Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$85,0002,2760.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 159,355$6,218,0001.28%
Providence Wealth Advisors, LLC 33,820$1,320,0001.18%
Beacon Pointe Advisors, LLC 25,159$984,0000.42%
Beacon Pointe Wealth Advisors, LLC 43,463$1,698,0000.36%
WealthPLAN Partners, LLC 58,300$2,378,0000.32%
LVM CAPITAL MANAGEMENT LTD/MI 38,983$1,521,0000.32%
MADRONA FUNDS, LLC 9,293$363,0000.27%
Madrona Financial Services, LLC 9,293$363,0000.27%
Linscomb & Williams, Inc. 78,048$3,045,0000.24%
PrairieView Partners, LLC 24,765$966,0000.22%
View complete list of WISDOMTREE TR shareholders