WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 78 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Evanson Asset Management, LLC | 159,355 | $6,218,000 | 1.28% |
| Providence Wealth Advisors, LLC | 33,820 | $1,320,000 | 1.18% |
| Beacon Pointe Advisors, LLC | 25,159 | $984,000 | 0.42% |
| Beacon Pointe Wealth Advisors, LLC | 43,463 | $1,698,000 | 0.36% |
| WealthPLAN Partners, LLC | 58,300 | $2,378,000 | 0.32% |
| LVM CAPITAL MANAGEMENT LTD/MI | 38,983 | $1,521,000 | 0.32% |
| MADRONA FUNDS, LLC | 9,293 | $363,000 | 0.27% |
| Madrona Financial Services, LLC | 9,293 | $363,000 | 0.27% |
| Linscomb & Williams, Inc. | 78,048 | $3,045,000 | 0.24% |
| PrairieView Partners, LLC | 24,765 | $966,000 | 0.22% |