WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 58 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $35,037 | -2.0% | 968 | 0.0% | 0.00% | – |
| Q2 2023 | $35,758 | -1.9% | 968 | 0.0% | 0.00% | – |
| Q1 2023 | $36,445 | +5.0% | 968 | 0.0% | 0.00% | – |
| Q4 2022 | $34,722 | +19.7% | 968 | 0.0% | 0.00% | – |
| Q3 2022 | $29,000 | -12.1% | 968 | 0.0% | 0.00% | – |
| Q2 2022 | $33,000 | -13.2% | 968 | 0.0% | 0.00% | – |
| Q1 2022 | $38,000 | +2.7% | 968 | 0.0% | 0.00% | – |
| Q4 2021 | $37,000 | -22.9% | 968 | -23.1% | 0.00% | – |
| Q3 2021 | $48,000 | -4.0% | 1,258 | 0.0% | 0.00% | – |
| Q2 2021 | $50,000 | +2.0% | 1,258 | 0.0% | 0.00% | – |
| Q1 2021 | $49,000 | +4.3% | 1,258 | 0.0% | 0.00% | – |
| Q4 2020 | $47,000 | +4.4% | 1,258 | -8.0% | 0.00% | – |
| Q3 2020 | $45,000 | 0.0% | 1,368 | 0.0% | 0.00% | – |
| Q2 2020 | $45,000 | +12.5% | 1,368 | 0.0% | 0.00% | – |
| Q1 2020 | $40,000 | -31.0% | 1,368 | 0.0% | 0.00% | – |
| Q4 2019 | $58,000 | +9.4% | 1,368 | 0.0% | 0.00% | – |
| Q3 2019 | $53,000 | -3.6% | 1,368 | 0.0% | 0.00% | – |
| Q2 2019 | $55,000 | 0.0% | 1,368 | 0.0% | 0.00% | – |
| Q1 2019 | $55,000 | +5.8% | 1,368 | 0.0% | 0.00% | – |
| Q4 2018 | $52,000 | -10.3% | 1,368 | -2.3% | 0.00% | – |
| Q3 2018 | $58,000 | 0.0% | 1,400 | 0.0% | 0.00% | – |
| Q2 2018 | $58,000 | -4.9% | 1,400 | 0.0% | 0.00% | – |
| Q1 2018 | $61,000 | -75.2% | 1,400 | -78.8% | 0.00% | -100.0% |
| Q1 2016 | $246,000 | -1.2% | 6,600 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $249,000 | -10.4% | 6,600 | -11.3% | 0.00% | 0.0% |
| Q3 2015 | $278,000 | -45.3% | 7,440 | -38.2% | 0.00% | +100.0% |
| Q2 2015 | $508,000 | +143.1% | 12,040 | +148.8% | 0.00% | – |
| Q1 2015 | $209,000 | -27.2% | 4,840 | -28.9% | 0.00% | – |
| Q4 2014 | $287,000 | -83.2% | 6,805 | -81.9% | 0.00% | -100.0% |
| Q3 2014 | $1,712,000 | +17.7% | 37,655 | +27.1% | 0.00% | +50.0% |
| Q2 2014 | $1,454,000 | +21.1% | 29,635 | +17.8% | 0.00% | 0.0% |
| Q1 2014 | $1,201,000 | +15.5% | 25,160 | +14.7% | 0.00% | 0.0% |
| Q4 2013 | $1,040,000 | +63.8% | 21,940 | +55.2% | 0.00% | +100.0% |
| Q3 2013 | $635,000 | -18.1% | 14,140 | -27.0% | 0.00% | -50.0% |
| Q2 2013 | $775,000 | – | 19,380 | – | 0.00% | – |
Download | ||||||
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% |