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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |