WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 | 955,797 | $37,569,000 | 5.15% |
| Providence Wealth Advisors, LLC | 39,167 | $1,540,000 | 1.13% |
| Evanson Asset Management, LLC | 140,459 | $5,521,000 | 0.82% |
| Fieldpoint Private Securities, LLC | 40,120 | $1,577,000 | 0.37% |
| PrairieView Partners, LLC | 49,170 | $1,933,000 | 0.31% |
| WealthPLAN Partners, LLC | 56,211 | $2,248,000 | 0.17% |
| Marshall Financial Group LLC | 5,272 | $207,000 | 0.12% |
| LVM CAPITAL MANAGEMENT LTD/MI | 17,503 | $688,000 | 0.11% |
| Madrona Financial Services, LLC | 5,380 | $211,000 | 0.11% |
| OLD MISSION CAPITAL LLC | 45,780 | $1,799,000 | 0.10% |