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 | ||||
|---|---|---|---|---|---|---|
| Q4 2015 | $49,000 | 0.0% | 1,300 | 0.0% | 0.00% | – |
| Q3 2015 | $49,000 | -18.3% | 1,300 | -8.5% | 0.00% | – |
| Q2 2015 | $60,000 | -1.6% | 1,420 | 0.0% | 0.00% | – |
| Q1 2015 | $61,000 | -29.1% | 1,420 | -30.4% | 0.00% | – |
| Q4 2014 | $86,000 | +34.4% | 2,040 | +43.7% | 0.00% | – |
| Q3 2014 | $64,000 | -8.6% | 1,420 | 0.0% | 0.00% | – |
| Q2 2014 | $70,000 | +2.9% | 1,420 | 0.0% | 0.00% | – |
| Q1 2014 | $68,000 | -53.7% | 1,420 | -54.1% | 0.00% | -100.0% |
| Q4 2013 | $147,000 | +10.5% | 3,095 | +4.0% | 0.00% | 0.0% |
| Q3 2013 | $133,000 | +155.8% | 2,975 | +128.8% | 0.00% | – |
| Q2 2013 | $52,000 | – | 1,300 | – | 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% |