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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $273,716 | +5.0% | 7,270 | 0.0% | 0.12% | 0.0% |
| Q4 2022 | $260,775 | +11.9% | 7,270 | -5.5% | 0.12% | -3.3% |
| Q3 2022 | $233,084 | -12.3% | 7,690 | 0.0% | 0.12% | -8.9% |
| Q2 2022 | $265,843 | -13.1% | 7,690 | 0.0% | 0.14% | -17.7% |
| Q1 2022 | $305,831 | +2.7% | 7,690 | 0.0% | 0.16% | -3.0% |
| Q4 2021 | $297,671 | – | 7,690 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |