WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 60 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,124 | -4.7% | 31,051 | -2.8% | 0.00% | 0.0% |
Q2 2023 | $1,180 | -8.0% | 31,953 | -6.3% | 0.00% | -33.3% |
Q1 2023 | $1,283 | +10.3% | 34,094 | +5.1% | 0.00% | 0.0% |
Q4 2022 | $1,163 | -99.9% | 32,431 | +4.2% | 0.00% | +50.0% |
Q3 2022 | $943,000 | -7.2% | 31,123 | +5.9% | 0.00% | -33.3% |
Q2 2022 | $1,016,000 | -17.9% | 29,399 | -5.5% | 0.00% | 0.0% |
Q1 2022 | $1,237,000 | +16.7% | 31,112 | +13.6% | 0.00% | +50.0% |
Q4 2021 | $1,060,000 | +68.8% | 27,397 | +65.2% | 0.00% | 0.0% |
Q3 2021 | $628,000 | +107.3% | 16,587 | +116.2% | 0.00% | +100.0% |
Q2 2021 | $303,000 | +5.9% | 7,671 | +5.1% | 0.00% | 0.0% |
Q1 2021 | $286,000 | +5.1% | 7,301 | +0.2% | 0.00% | 0.0% |
Q4 2020 | $272,000 | +1.5% | 7,287 | -10.6% | 0.00% | 0.0% |
Q3 2020 | $268,000 | -34.3% | 8,154 | -34.1% | 0.00% | -50.0% |
Q2 2020 | $408,000 | -1.0% | 12,382 | -11.5% | 0.00% | 0.0% |
Q1 2020 | $412,000 | -27.5% | 13,990 | +3.5% | 0.00% | 0.0% |
Q4 2019 | $568,000 | +7.8% | 13,511 | -0.1% | 0.00% | 0.0% |
Q3 2019 | $527,000 | -2.9% | 13,530 | +0.5% | 0.00% | 0.0% |
Q2 2019 | $543,000 | -3.9% | 13,466 | -4.2% | 0.00% | -33.3% |
Q1 2019 | $565,000 | -0.4% | 14,052 | -8.1% | 0.00% | 0.0% |
Q4 2018 | $567,000 | -14.9% | 15,295 | -4.1% | 0.00% | 0.0% |
Q3 2018 | $666,000 | -4.2% | 15,955 | -4.9% | 0.00% | -25.0% |
Q2 2018 | $695,000 | -11.4% | 16,777 | -6.8% | 0.00% | 0.0% |
Q1 2018 | $784,000 | -0.5% | 17,994 | +1.4% | 0.00% | 0.0% |
Q4 2017 | $788,000 | – | 17,748 | – | 0.00% | – |
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% |