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 | $72 | -2.7% | 2 | 0.0% | 0.00% | – |
| Q2 2023 | $74 | -1.3% | 2 | 0.0% | 0.00% | – |
| Q1 2023 | $75 | +4.2% | 2 | 0.0% | 0.00% | – |
| Q4 2022 | $72 | – | 2 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -99.5% | 0.00% | – |
| Q2 2022 | $15,000 | – | 427 | +21250.0% | 0.00% | – |
| Q1 2022 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q4 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 2 | -99.4% | 0.00% | – |
| Q4 2020 | $13,000 | -96.9% | 339 | -97.3% | 0.00% | -100.0% |
| Q3 2020 | $415,000 | -16.5% | 12,602 | -16.4% | 0.01% | -25.0% |
| Q2 2020 | $497,000 | +11.9% | 15,072 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $444,000 | -30.0% | 15,072 | 0.0% | 0.01% | -20.0% |
| Q4 2019 | $634,000 | +7.8% | 15,072 | 0.0% | 0.01% | +11.1% |
| Q3 2019 | $588,000 | -3.4% | 15,072 | 0.0% | 0.01% | -10.0% |
| Q2 2019 | $609,000 | +0.3% | 15,072 | +0.0% | 0.01% | 0.0% |
| Q1 2019 | $607,000 | +8.6% | 15,070 | -0.0% | 0.01% | 0.0% |
| Q4 2018 | $559,000 | +442.7% | 15,072 | +509.7% | 0.01% | +400.0% |
| Q3 2018 | $103,000 | +12.0% | 2,472 | +10.9% | 0.00% | 0.0% |
| Q2 2018 | $92,000 | -5.2% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $97,000 | -2.0% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $99,000 | +1.0% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $98,000 | +5.4% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $93,000 | +2.2% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $91,000 | +7.1% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $85,000 | 0.0% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $85,000 | +4.9% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $81,000 | -15.6% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $96,000 | +14.3% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $84,000 | +1.2% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $83,000 | -11.7% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $94,000 | -2.1% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $96,000 | +2.1% | 2,230 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $94,000 | -15.3% | 2,230 | -4.3% | 0.00% | -33.3% |
| Q4 2013 | $111,000 | +5.7% | 2,330 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $105,000 | +18.0% | 2,330 | +5.2% | 0.00% | 0.0% |
| Q2 2013 | $89,000 | -3.3% | 2,215 | 0.0% | 0.00% | 0.0% |
| Q1 2013 | $92,000 | +2.2% | 2,215 | 0.0% | 0.00% | 0.0% |
| Q4 2012 | $90,000 | -18.2% | 2,215 | -22.7% | 0.00% | -25.0% |
| Q3 2012 | $110,000 | +6.8% | 2,865 | 0.0% | 0.00% | 0.0% |
| Q2 2012 | $103,000 | +19.8% | 2,865 | +29.3% | 0.00% | +33.3% |
| Q1 2012 | $86,000 | -87.8% | 2,215 | -88.5% | 0.00% | -89.3% |
| Q4 2011 | $706,000 | +3.8% | 19,315 | 0.0% | 0.03% | -6.7% |
| Q3 2011 | $680,000 | +593.9% | 19,315 | +772.0% | 0.03% | +650.0% |
| Q2 2011 | $98,000 | 0.0% | 2,215 | 0.0% | 0.00% | 0.0% |
| Q1 2011 | $98,000 | +7.7% | 2,215 | 0.0% | 0.00% | 0.0% |
| Q4 2010 | $91,000 | +1.1% | 2,215 | 0.0% | 0.00% | 0.0% |
| Q3 2010 | $90,000 | +21.6% | 2,215 | 0.0% | 0.00% | +33.3% |
| Q2 2010 | $74,000 | – | 2,215 | – | 0.00% | – |
Download | ||||||
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% |