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 | $28,956 | -2.0% | 800 | 0.0% | 0.00% | – |
| Q2 2023 | $29,552 | -1.9% | 800 | 0.0% | 0.00% | – |
| Q1 2023 | $30,120 | +5.0% | 800 | 0.0% | 0.00% | – |
| Q4 2022 | $28,696 | +19.6% | 800 | 0.0% | 0.00% | – |
| Q3 2022 | $24,000 | -14.3% | 800 | 0.0% | 0.00% | – |
| Q2 2022 | $28,000 | -61.6% | 800 | -56.2% | 0.00% | – |
| Q1 2022 | $73,000 | +143.3% | 1,827 | +128.4% | 0.00% | – |
| Q4 2021 | $30,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q3 2021 | $30,000 | -6.2% | 800 | 0.0% | 0.00% | – |
| Q2 2021 | $32,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q1 2021 | $32,000 | +6.7% | 800 | 0.0% | 0.00% | – |
| Q4 2020 | $30,000 | +15.4% | 800 | 0.0% | 0.00% | – |
| Q3 2020 | $26,000 | -79.2% | 800 | -78.9% | 0.00% | – |
| Q2 2020 | $125,000 | -26.9% | 3,800 | -34.5% | 0.00% | – |
| Q1 2020 | $171,000 | +402.9% | 5,800 | +625.0% | 0.00% | – |
| Q4 2019 | $34,000 | -26.1% | 800 | -33.3% | 0.00% | – |
| Q3 2019 | $46,000 | +43.8% | 1,200 | +50.0% | 0.00% | – |
| Q2 2019 | $32,000 | 0.0% | 800 | 0.0% | 0.00% | – |
| Q1 2019 | $32,000 | -38.5% | 800 | -42.3% | 0.00% | – |
| Q4 2018 | $52,000 | -14.8% | 1,386 | -4.5% | 0.00% | – |
| Q3 2018 | $61,000 | -11.6% | 1,452 | -12.3% | 0.00% | – |
| Q2 2018 | $69,000 | -4.2% | 1,655 | 0.0% | 0.00% | – |
| Q1 2018 | $72,000 | -2.7% | 1,655 | 0.0% | 0.00% | – |
| Q4 2017 | $74,000 | -1.3% | 1,655 | -4.4% | 0.00% | – |
| Q3 2017 | $75,000 | +435.7% | 1,732 | +400.6% | 0.00% | – |
| Q2 2017 | $14,000 | 0.0% | 346 | 0.0% | 0.00% | – |
| Q1 2017 | $14,000 | +7.7% | 346 | 0.0% | 0.00% | – |
| Q4 2016 | $13,000 | 0.0% | 346 | 0.0% | 0.00% | – |
| Q3 2016 | $13,000 | 0.0% | 346 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | 0.0% | 346 | 0.0% | 0.00% | – |
| Q1 2016 | $13,000 | -99.8% | 346 | -99.8% | 0.00% | -100.0% |
| Q4 2015 | $8,605,000 | +0.8% | 228,006 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $8,535,000 | -11.5% | 228,006 | -0.2% | 0.01% | -9.1% |
| Q2 2015 | $9,641,000 | -2.4% | 228,406 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $9,874,000 | +2.3% | 228,406 | +0.2% | 0.01% | 0.0% |
| Q4 2014 | $9,648,000 | -7.0% | 228,060 | 0.0% | 0.01% | -8.3% |
| Q3 2014 | $10,369,000 | -7.2% | 228,060 | +0.2% | 0.01% | -14.3% |
| Q2 2014 | $11,174,000 | +2.8% | 227,660 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $10,870,000 | +0.7% | 227,660 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $10,798,000 | +5.5% | 227,660 | 0.0% | 0.01% | -6.7% |
| Q3 2013 | $10,236,000 | +12.4% | 227,660 | 0.0% | 0.02% | +15.4% |
| Q2 2013 | $9,108,000 | – | 227,660 | – | 0.01% | – |
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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% |