WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $268,000 | +7.6% | 6,371 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $249,000 | -3.1% | 6,371 | 0.0% | 0.01% | -14.3% |
| Q2 2019 | $257,000 | 0.0% | 6,371 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $257,000 | +8.9% | 6,371 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $236,000 | -11.3% | 6,371 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $266,000 | +0.8% | 6,371 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $264,000 | +2.3% | 6,371 | +7.8% | 0.01% | 0.0% |
| Q1 2018 | $258,000 | -1.5% | 5,911 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $262,000 | +1.2% | 5,911 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $259,000 | +19.4% | 5,911 | +14.0% | 0.01% | +14.3% |
| Q2 2017 | $217,000 | – | 5,186 | – | 0.01% | – |
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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% |