BANK OF MONTREAL /CAN/ - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DTH and the CUSIP is 97717W802. A total of 65 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of WISDOMTREE TR
ValueSharesWeighting
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%
1,2700.0%0.00%
Q1 2018$55,000
-1.8%
1,2700.0%0.00%
Q4 2017$56,0000.0%1,2700.0%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$47,0001,0350.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Evanson Asset Management, LLC 176,076$7,356,0001.50%
LVM CAPITAL MANAGEMENT LTD/MI 42,758$1,786,0000.41%
WealthPLAN Partners, LLC 53,911$2,083,0000.38%
FIFTH THIRD BANCORP 1,333,503$55,714,0000.36%
Madrona Financial Services, LLC 8,803$368,0000.28%
Linscomb Wealth, Inc. 63,777$2,665,0000.22%
Brinker Capital Investments, LLC 147,089$6,145,0000.19%
SignalPoint Asset Management, LLC 8,716$364,0000.16%
EXENCIAL WEALTH ADVISORS, LLC 16,393$685,0000.16%
MOTCO 29,837$1,247,0000.12%
View complete list of WISDOMTREE TR shareholders