WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 63 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,517 | -4.4% | 270 | 0.0% | 0.00% | – |
| Q2 2023 | $9,958 | -2.0% | 270 | 0.0% | 0.00% | – |
| Q1 2023 | $10,158 | +4.9% | 270 | 0.0% | 0.00% | – |
| Q4 2022 | $9,682 | +21.0% | 270 | 0.0% | 0.00% | – |
| Q3 2022 | $8,000 | -11.1% | 270 | 0.0% | 0.00% | – |
| Q2 2022 | $9,000 | -18.2% | 270 | 0.0% | 0.00% | – |
| Q1 2022 | $11,000 | +10.0% | 270 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | – | 270 | – | 0.00% | – |
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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% |