WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 61 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,389 | +13.9% | 65,994 | +16.3% | 0.01% | +12.5% |
| Q2 2023 | $2,097 | -12.8% | 56,765 | -11.1% | 0.01% | -27.3% |
| Q1 2023 | $2,405 | +16.2% | 63,868 | +10.7% | 0.01% | +10.0% |
| Q4 2022 | $2,069 | -99.9% | 57,694 | +2.7% | 0.01% | 0.0% |
| Q3 2022 | $1,703,000 | -7.9% | 56,197 | +5.0% | 0.01% | -9.1% |
| Q2 2022 | $1,850,000 | -9.6% | 53,514 | +4.0% | 0.01% | -8.3% |
| Q1 2022 | $2,046,000 | +5.3% | 51,455 | +2.5% | 0.01% | 0.0% |
| Q4 2021 | $1,943,000 | +1.0% | 50,202 | -1.1% | 0.01% | -7.7% |
| Q3 2021 | $1,923,000 | +7.6% | 50,747 | +12.5% | 0.01% | -7.1% |
| Q2 2021 | $1,787,000 | +3.7% | 45,107 | +2.8% | 0.01% | -12.5% |
| Q1 2021 | $1,724,000 | +11.4% | 43,870 | +6.1% | 0.02% | -15.8% |
| Q4 2020 | $1,547,000 | +11.3% | 41,329 | -2.2% | 0.02% | -9.5% |
| Q3 2020 | $1,390,000 | -0.6% | 42,245 | -0.4% | 0.02% | -16.0% |
| Q2 2020 | $1,398,000 | +88.7% | 42,410 | +68.6% | 0.02% | +56.2% |
| Q1 2020 | $741,000 | -61.6% | 25,150 | -45.3% | 0.02% | -59.0% |
| Q4 2019 | $1,932,000 | -13.1% | 45,966 | -19.3% | 0.04% | -25.0% |
| Q3 2019 | $2,222,000 | +45.0% | 56,968 | +50.1% | 0.05% | +26.8% |
| Q2 2019 | $1,532,000 | +228.1% | 37,942 | +227.4% | 0.04% | +310.0% |
| Q1 2019 | $467,000 | – | 11,590 | – | 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% |