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
| 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% | – |
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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% |