WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,949 | +73.7% | 192 | +92.0% | 0.00% | – |
| Q3 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | +33.3% | 100 | +17.6% | 0.00% | – |
| Q2 2020 | $3,000 | -99.8% | 85 | -99.8% | 0.00% | – |
| Q1 2020 | $1,237,000 | -27.8% | 41,965 | +3.0% | 0.00% | – |
| Q4 2019 | $1,713,000 | +15.0% | 40,758 | +6.8% | 0.00% | – |
| Q3 2019 | $1,489,000 | +83.6% | 38,166 | +89.4% | 0.00% | – |
| Q2 2019 | $811,000 | -1.9% | 20,155 | -1.9% | 0.00% | – |
| Q1 2019 | $827,000 | +5.6% | 20,548 | -2.6% | 0.00% | – |
| Q4 2018 | $783,000 | -24.8% | 21,101 | -15.3% | 0.00% | – |
| Q3 2018 | $1,041,000 | -9.7% | 24,919 | -10.5% | 0.00% | – |
| Q2 2018 | $1,153,000 | -7.2% | 27,843 | -2.4% | 0.00% | – |
| Q1 2018 | $1,243,000 | -8.7% | 28,539 | -6.9% | 0.00% | – |
| Q4 2017 | $1,361,000 | +1.9% | 30,656 | -0.3% | 0.00% | – |
| Q3 2017 | $1,335,000 | +9.0% | 30,748 | +4.8% | 0.00% | – |
| Q2 2017 | $1,225,000 | +162.3% | 29,337 | +154.8% | 0.00% | – |
| Q1 2017 | $467,000 | +10.7% | 11,513 | +4.0% | 0.00% | – |
| Q4 2016 | $422,000 | -2.5% | 11,065 | -2.3% | 0.00% | – |
| Q3 2016 | $433,000 | +8.8% | 11,328 | +3.6% | 0.00% | – |
| Q2 2016 | $398,000 | +7.6% | 10,938 | +10.2% | 0.00% | – |
| Q1 2016 | $370,000 | -7.3% | 9,924 | -6.1% | 0.00% | – |
| Q4 2015 | $399,000 | -5.9% | 10,564 | -6.8% | 0.00% | – |
| Q3 2015 | $424,000 | -69.1% | 11,340 | -65.1% | 0.00% | – |
| Q2 2015 | $1,371,000 | +68.6% | 32,487 | +72.7% | 0.00% | – |
| Q1 2015 | $813,000 | -24.8% | 18,806 | -26.5% | 0.00% | – |
| Q4 2014 | $1,081,000 | -11.8% | 25,572 | -5.1% | 0.00% | – |
| Q3 2014 | $1,226,000 | +66.8% | 26,954 | +79.9% | 0.00% | – |
| Q2 2014 | $735,000 | +3.1% | 14,985 | +0.3% | 0.00% | – |
| Q1 2014 | $713,000 | +1.3% | 14,934 | +0.6% | 0.00% | – |
| Q4 2013 | $704,000 | +0.3% | 14,842 | -5.0% | 0.00% | – |
| Q3 2013 | $702,000 | -8.6% | 15,629 | -18.6% | 0.00% | – |
| Q2 2013 | $768,000 | – | 19,195 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lenox Wealth Advisors, LLC | 955,430 | $35,771,000 | 5.09% |
| Providence Wealth Advisors, LLC | 30,326 | $1,139,000 | 0.95% |
| Evanson Asset Management, LLC | 138,044 | $5,168,000 | 0.82% |
| PrairieView Partners, LLC | 49,268 | $1,845,000 | 0.32% |
| WealthPLAN Partners, LLC | 59,633 | $2,263,000 | 0.19% |
| Marshall Financial Group LLC | 5,499 | $206,000 | 0.13% |
| Madrona Financial Services, LLC | 5,878 | $220,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 18,268 | $684,000 | 0.12% |
| Beacon Pointe Advisors, LLC | 37,210 | $1,395,000 | 0.10% |
| OLD MISSION CAPITAL, LLC | 40,258 | $1,507,000 | 0.09% |