WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 69 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,997,717 | +1.6% | 55,193 | +3.7% | 0.03% | +3.7% |
| Q2 2023 | $1,966,208 | -1.2% | 53,227 | +0.7% | 0.03% | -6.9% |
| Q1 2023 | $1,990,831 | +4.8% | 52,877 | -0.1% | 0.03% | -3.3% |
| Q4 2022 | $1,899,385 | +18.3% | 52,952 | -0.0% | 0.03% | +7.1% |
| Q3 2022 | $1,605,021 | -8.5% | 52,954 | +4.4% | 0.03% | -15.2% |
| Q2 2022 | $1,754,000 | -24.1% | 50,724 | -12.7% | 0.03% | -13.2% |
| Q1 2022 | $2,310,000 | – | 58,094 | – | 0.04% | – |
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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% |