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 | 176,076 | $7,356,000 | 1.50% |
| LVM CAPITAL MANAGEMENT LTD/MI | 42,758 | $1,786,000 | 0.41% |
| WealthPLAN Partners, LLC | 53,911 | $2,083,000 | 0.38% |
| FIFTH THIRD BANCORP | 1,333,503 | $55,714,000 | 0.36% |
| Madrona Financial Services, LLC | 8,803 | $368,000 | 0.28% |
| Linscomb Wealth, Inc. | 63,777 | $2,665,000 | 0.22% |
| Brinker Capital Investments, LLC | 147,089 | $6,145,000 | 0.19% |
| SignalPoint Asset Management, LLC | 8,716 | $364,000 | 0.16% |
| EXENCIAL WEALTH ADVISORS, LLC | 16,393 | $685,000 | 0.16% |
| MOTCO | 29,837 | $1,247,000 | 0.12% |