WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 72 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $40,881 | -11.3% | 1,349 | +1.1% | 0.00% | 0.0% |
| Q2 2022 | $46,107 | -11.1% | 1,334 | +2.3% | 0.00% | 0.0% |
| Q1 2022 | $51,854 | -11.8% | 1,304 | -14.2% | 0.00% | 0.0% |
| Q4 2021 | $58,806 | +2.7% | 1,519 | +0.5% | 0.00% | 0.0% |
| Q3 2021 | $57,243 | -3.4% | 1,511 | +1.0% | 0.00% | 0.0% |
| Q2 2021 | $59,247 | +1.9% | 1,496 | +1.1% | 0.00% | -33.3% |
| Q1 2021 | $58,138 | +5.5% | 1,479 | +0.5% | 0.00% | 0.0% |
| Q4 2020 | $55,083 | +14.5% | 1,471 | +0.6% | 0.00% | 0.0% |
| Q3 2020 | $48,095 | +0.7% | 1,462 | +1.0% | 0.00% | 0.0% |
| Q2 2020 | $47,741 | +12.8% | 1,448 | +0.8% | 0.00% | -25.0% |
| Q1 2020 | $42,332 | -29.5% | 1,436 | +0.5% | 0.00% | 0.0% |
| Q4 2019 | $60,088 | +3.9% | 1,429 | -3.6% | 0.00% | -20.0% |
| Q3 2019 | $57,824 | -4.9% | 1,482 | -1.5% | 0.01% | 0.0% |
| Q2 2019 | $60,776 | +2.2% | 1,505 | +1.9% | 0.01% | -16.7% |
| Q1 2019 | $59,475 | +27.0% | 1,477 | +17.0% | 0.01% | 0.0% |
| Q4 2018 | $46,814 | -10.0% | 1,262 | +1.4% | 0.01% | 0.0% |
| Q3 2018 | $52,026 | +0.9% | 1,245 | 0.0% | 0.01% | -14.3% |
| Q2 2018 | $51,552 | -3.3% | 1,245 | +1.7% | 0.01% | -12.5% |
| Q1 2018 | $53,324 | -0.9% | 1,224 | +1.0% | 0.01% | -11.1% |
| Q4 2017 | $53,791 | – | 1,212 | – | 0.01% | – |
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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% |