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 | $3,619,341 | -81.7% | 99,995 | -81.3% | 0.00% | -80.0% |
| Q2 2023 | $19,740,913 | -25.4% | 534,405 | -24.0% | 0.01% | -37.5% |
| Q1 2023 | $26,472,871 | +564.6% | 703,130 | +533.2% | 0.01% | +700.0% |
| Q4 2022 | $3,983,041 | +201.3% | 111,041 | +154.5% | 0.00% | – |
| Q3 2022 | $1,322,000 | +1.5% | 43,632 | +15.7% | 0.00% | – |
| Q2 2022 | $1,303,000 | +11.1% | 37,698 | +27.8% | 0.00% | – |
| Q1 2022 | $1,173,000 | +218.8% | 29,496 | +209.9% | 0.00% | – |
| Q4 2021 | $368,000 | +40.5% | 9,517 | +38.0% | 0.00% | – |
| Q3 2021 | $262,000 | -15.5% | 6,895 | -11.7% | 0.00% | – |
| Q2 2021 | $310,000 | 0.0% | 7,807 | -1.3% | 0.00% | – |
| Q1 2021 | $310,000 | +5.4% | 7,908 | +1.0% | 0.00% | – |
| Q4 2020 | $294,000 | +12.6% | 7,833 | -1.4% | 0.00% | – |
| Q3 2020 | $261,000 | -29.8% | 7,946 | -29.6% | 0.00% | – |
| Q2 2020 | $372,000 | -14.5% | 11,290 | -23.4% | 0.00% | – |
| Q1 2020 | $435,000 | -48.9% | 14,743 | -27.1% | 0.00% | – |
| Q4 2019 | $851,000 | -0.5% | 20,221 | -7.7% | 0.00% | – |
| Q3 2019 | $855,000 | -14.8% | 21,916 | -11.7% | 0.00% | – |
| Q2 2019 | $1,003,000 | -0.1% | 24,829 | -0.4% | 0.00% | – |
| Q1 2019 | $1,004,000 | +1.6% | 24,935 | -6.3% | 0.00% | – |
| Q4 2018 | $988,000 | -44.4% | 26,610 | -37.5% | 0.00% | -100.0% |
| Q3 2018 | $1,777,000 | -5.2% | 42,543 | -6.1% | 0.00% | 0.0% |
| Q2 2018 | $1,875,000 | -30.7% | 45,304 | -27.0% | 0.00% | 0.0% |
| Q1 2018 | $2,705,000 | -18.5% | 62,063 | -17.0% | 0.00% | 0.0% |
| Q4 2017 | $3,317,000 | -24.7% | 74,743 | -25.7% | 0.00% | 0.0% |
| Q3 2017 | $4,403,000 | +6.2% | 100,596 | +1.3% | 0.00% | 0.0% |
| Q2 2017 | $4,146,000 | +6.8% | 99,297 | +3.8% | 0.00% | 0.0% |
| Q1 2017 | $3,882,000 | -16.6% | 95,628 | -21.7% | 0.00% | -50.0% |
| Q4 2016 | $4,652,000 | +17.7% | 122,072 | +18.2% | 0.00% | +100.0% |
| Q3 2016 | $3,951,000 | +4.0% | 103,307 | -0.9% | 0.00% | 0.0% |
| Q2 2016 | $3,800,000 | -7.7% | 104,295 | -5.4% | 0.00% | -50.0% |
| Q1 2016 | $4,115,000 | -16.8% | 110,201 | -15.9% | 0.00% | 0.0% |
| Q4 2015 | $4,944,000 | -48.3% | 131,011 | -48.8% | 0.00% | -50.0% |
| Q3 2015 | $9,571,000 | -32.6% | 255,715 | -24.0% | 0.00% | -20.0% |
| Q2 2015 | $14,202,000 | -45.9% | 336,483 | -44.6% | 0.01% | 0.0% |
| Q1 2015 | $26,274,000 | +204.1% | 607,784 | +197.6% | 0.01% | +66.7% |
| Q4 2014 | $8,639,000 | -5.3% | 204,217 | +1.7% | 0.00% | -25.0% |
| Q3 2014 | $9,127,000 | -16.8% | 200,722 | -10.2% | 0.00% | -20.0% |
| Q2 2014 | $10,973,000 | +47.9% | 223,565 | +43.9% | 0.01% | +66.7% |
| Q1 2014 | $7,421,000 | +21.2% | 155,414 | +20.3% | 0.00% | 0.0% |
| Q4 2013 | $6,125,000 | +12.0% | 129,138 | +6.1% | 0.00% | 0.0% |
| Q3 2013 | $5,470,000 | +6.0% | 121,678 | -5.6% | 0.00% | 0.0% |
| Q2 2013 | $5,160,000 | – | 128,956 | – | 0.00% | – |
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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% |