WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 36 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $160,000 | -7.0% | 3,772 | -0.4% | 0.06% | -6.7% |
| Q3 2014 | $172,000 | -21.1% | 3,788 | -14.6% | 0.06% | -21.1% |
| Q2 2014 | $218,000 | -49.1% | 4,438 | -50.4% | 0.08% | -7.3% |
| Q1 2014 | $428,000 | +39.9% | 8,948 | +38.8% | 0.08% | -35.4% |
| Q4 2013 | $306,000 | -7.3% | 6,449 | -12.2% | 0.13% | -24.0% |
| Q3 2013 | $330,000 | -20.9% | 7,349 | -29.5% | 0.17% | -39.9% |
| Q2 2013 | $417,000 | – | 10,423 | – | 0.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vertex Planning Partners, LLC | 611,241 | $22,123,995 | 7.62% |
| BOS Asset Management, LLC | 37,274 | $1,349,140 | 0.99% |
| Breakwater Capital Group | 39,837 | $1,408,238 | 0.48% |
| CAHILL FINANCIAL ADVISORS INC | 76,672 | $2,775,173 | 0.46% |
| Formidable Asset Management, LLC | 52,678 | $1,906,688 | 0.42% |
| Evanson Asset Management, LLC | 110,422 | $3,996,730 | 0.37% |
| WealthPLAN Partners, LLC | 55,099 | $1,994,319 | 0.23% |
| Hilltop Partners LLC | 15,068 | $545,389 | 0.23% |
| Wealthcare Advisory Partners LLC | 99,344 | $3,595,773 | 0.16% |
| PrairieView Partners, LLC | 31,963 | $1,156 | 0.16% |