COMMONWEALTH EQUITY SERVICES, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
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$788,00017,7480.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Lenox Wealth Advisors, LLC 955,430$35,771,0005.09%
Providence Wealth Advisors, LLC 30,326$1,139,0000.95%
Evanson Asset Management, LLC 138,044$5,168,0000.82%
PrairieView Partners, LLC 49,268$1,845,0000.32%
WealthPLAN Partners, LLC 59,633$2,263,0000.19%
Marshall Financial Group LLC 5,499$206,0000.13%
Madrona Financial Services, LLC 5,878$220,0000.12%
LVM CAPITAL MANAGEMENT LTD/MI 18,268$684,0000.12%
Beacon Pointe Advisors, LLC 37,210$1,395,0000.10%
OLD MISSION CAPITAL, LLC 40,258$1,507,0000.09%
View complete list of WISDOMTREE TR shareholders