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 ↓ |
|---|---|---|---|
| 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% |