WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 58 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $49,587 | -2.1% | 1,370 | -0.1% | 0.00% | – |
| Q2 2023 | $50,645 | – | 1,371 | +137000.0% | 0.00% | – |
| Q2 2022 | $0 | – | 1 | -50.0% | 0.00% | – |
| Q1 2022 | $0 | -100.0% | 2 | -97.4% | 0.00% | – |
| Q4 2021 | $3,000 | 0.0% | 76 | +1.3% | 0.00% | – |
| Q3 2021 | $3,000 | 0.0% | 75 | -1.3% | 0.00% | – |
| Q2 2021 | $3,000 | 0.0% | 76 | 0.0% | 0.00% | – |
| Q1 2021 | $3,000 | -57.1% | 76 | -56.8% | 0.00% | – |
| Q4 2020 | $7,000 | +250.0% | 176 | +134.7% | 0.00% | – |
| Q3 2020 | $2,000 | -88.9% | 75 | -82.1% | 0.00% | – |
| Q4 2019 | $18,000 | -10.0% | 419 | -16.4% | 0.00% | – |
| Q3 2019 | $20,000 | -13.0% | 501 | -10.5% | 0.00% | – |
| Q2 2019 | $23,000 | +15.0% | 560 | +12.0% | 0.00% | – |
| Q1 2019 | $20,000 | – | 500 | +49900.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 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% |