WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 90 filers reported holding WISDOMTREE TR in Q1 2023. 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Lenox Wealth Advisors, LLC | 955,797 | $37,569,000 | 5.15% |
Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |