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 | $36 | -99.7% | 1 | -99.6% | 0.00% | – |
Q2 2021 | $11,000 | 0.0% | 270 | -0.4% | 0.00% | – |
Q1 2021 | $11,000 | +10.0% | 271 | 0.0% | 0.00% | – |
Q4 2020 | $10,000 | +11.1% | 271 | +0.4% | 0.00% | – |
Q3 2020 | $9,000 | 0.0% | 270 | 0.0% | 0.00% | – |
Q2 2020 | $9,000 | -40.0% | 270 | -46.2% | 0.00% | – |
Q1 2020 | $15,000 | -81.2% | 502 | -73.6% | 0.00% | – |
Q4 2019 | $80,000 | +6.7% | 1,898 | -1.8% | 0.00% | – |
Q3 2019 | $75,000 | -17.6% | 1,933 | -14.7% | 0.00% | – |
Q2 2019 | $91,000 | 0.0% | 2,265 | +0.5% | 0.00% | – |
Q1 2019 | $91,000 | +4.6% | 2,253 | -3.4% | 0.00% | – |
Q4 2018 | $87,000 | -14.7% | 2,332 | -4.1% | 0.00% | – |
Q3 2018 | $102,000 | -9.7% | 2,432 | -11.0% | 0.00% | – |
Q2 2018 | $113,000 | -2.6% | 2,732 | +2.4% | 0.00% | – |
Q1 2018 | $116,000 | +26.1% | 2,669 | +29.0% | 0.00% | – |
Q4 2017 | $92,000 | +22.7% | 2,069 | +20.4% | 0.00% | – |
Q3 2017 | $75,000 | +66.7% | 1,719 | +58.0% | 0.00% | – |
Q2 2017 | $45,000 | +400.0% | 1,088 | +369.0% | 0.00% | – |
Q1 2017 | $9,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q4 2016 | $9,000 | 0.0% | 232 | 0.0% | 0.00% | – |
Q3 2016 | $9,000 | +12.5% | 232 | 0.0% | 0.00% | – |
Q2 2016 | $8,000 | -20.0% | 232 | -9.0% | 0.00% | – |
Q1 2016 | $10,000 | -76.2% | 255 | -77.2% | 0.00% | – |
Q4 2015 | $42,000 | -27.6% | 1,117 | -28.0% | 0.00% | – |
Q3 2015 | $58,000 | -19.4% | 1,552 | -8.8% | 0.00% | – |
Q2 2015 | $72,000 | -2.7% | 1,701 | 0.0% | 0.00% | – |
Q1 2015 | $74,000 | +2.8% | 1,701 | 0.0% | 0.00% | – |
Q4 2014 | $72,000 | -6.5% | 1,701 | 0.0% | 0.00% | – |
Q3 2014 | $77,000 | +6.9% | 1,701 | +15.8% | 0.00% | – |
Q2 2014 | $72,000 | +2.9% | 1,469 | 0.0% | 0.00% | – |
Q1 2014 | $70,000 | 0.0% | 1,469 | 0.0% | 0.00% | – |
Q4 2013 | $70,000 | +6.1% | 1,469 | 0.0% | 0.00% | – |
Q3 2013 | $66,000 | +8.2% | 1,469 | -3.3% | 0.00% | – |
Q2 2013 | $61,000 | – | 1,519 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evanson Asset Management, LLC | 176,076 | $7,356,000 | 1.50% |
LVM CAPITAL MANAGEMENT LTD/MI | 42,758 | $1,786,000 | 0.41% |
WealthPLAN Partners, LLC | 53,911 | $2,083,000 | 0.38% |
FIFTH THIRD BANCORP | 1,333,503 | $55,714,000 | 0.36% |
Madrona Financial Services, LLC | 8,803 | $368,000 | 0.28% |
Linscomb Wealth, Inc. | 63,777 | $2,665,000 | 0.22% |
Brinker Capital Investments, LLC | 147,089 | $6,145,000 | 0.19% |
SignalPoint Asset Management, LLC | 8,716 | $364,000 | 0.16% |
EXENCIAL WEALTH ADVISORS, LLC | 16,393 | $685,000 | 0.16% |
MOTCO | 29,837 | $1,247,000 | 0.12% |