WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 45 filers reported holding WISDOMTREE TR in Q3 2015. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $887,486 | +44274.3% | 23,572 | +41254.4% | 0.00% | – |
| Q3 2022 | $2,000 | -50.0% | 57 | -38.0% | 0.00% | – |
| Q2 2021 | $4,000 | -92.5% | 92 | -92.8% | 0.00% | – |
| Q2 2018 | $53,000 | -3.6% | 1,270 | 0.0% | 0.00% | – |
| Q1 2018 | $55,000 | -1.8% | 1,270 | 0.0% | 0.00% | – |
| Q4 2017 | $56,000 | 0.0% | 1,270 | 0.0% | 0.00% | – |
| Q3 2017 | $56,000 | +166.7% | 1,270 | +122.4% | 0.00% | – |
| Q1 2016 | $21,000 | -63.8% | 571 | -63.2% | 0.00% | – |
| Q4 2015 | $58,000 | +38.1% | 1,550 | +55.0% | 0.00% | – |
| Q2 2015 | $42,000 | -60.4% | 1,000 | -59.3% | 0.00% | – |
| Q1 2015 | $106,000 | +120.8% | 2,455 | +115.7% | 0.00% | – |
| Q4 2014 | $48,000 | +2.1% | 1,138 | +10.0% | 0.00% | – |
| Q3 2014 | $47,000 | – | 1,035 | – | 0.00% | – |
Download | ||||||
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% |