WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 186 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,055,000 | -22.4% | 47,949 | -20.4% | 0.00% | 0.0% |
Q1 2024 | $5,223,000 | +21.7% | 60,262 | +15.4% | 0.00% | 0.0% |
Q4 2023 | $4,293,000 | -21.3% | 52,236 | -25.3% | 0.00% | 0.0% |
Q3 2023 | $5,458,000 | -34.6% | 69,912 | -33.3% | 0.00% | -50.0% |
Q2 2023 | $8,341,000 | +2.5% | 104,824 | +6.0% | 0.00% | 0.0% |
Q1 2023 | $8,135,000 | -27.9% | 98,886 | -24.6% | 0.00% | -33.3% |
Q4 2022 | $11,284,000 | +79.1% | 131,111 | +57.8% | 0.00% | +50.0% |
Q3 2022 | $6,300,000 | -18.6% | 83,110 | -11.7% | 0.00% | 0.0% |
Q2 2022 | $7,742,000 | +29.0% | 94,079 | +38.1% | 0.00% | 0.0% |
Q1 2022 | $6,002,000 | +84.0% | 68,131 | +72.4% | 0.00% | +100.0% |
Q4 2021 | $3,262,000 | +1.3% | 39,513 | -5.5% | 0.00% | 0.0% |
Q3 2021 | $3,219,000 | +6.0% | 41,831 | +7.8% | 0.00% | 0.0% |
Q2 2021 | $3,038,000 | -49.1% | 38,821 | -50.4% | 0.00% | -50.0% |
Q1 2021 | $5,969,000 | +129.2% | 78,234 | +108.4% | 0.00% | +100.0% |
Q4 2020 | $2,604,000 | +8.1% | 37,543 | -2.6% | 0.00% | 0.0% |
Q3 2020 | $2,408,000 | -9.9% | 38,538 | -10.2% | 0.00% | 0.0% |
Q2 2020 | $2,673,000 | -39.2% | 42,905 | -44.8% | 0.00% | -50.0% |
Q1 2020 | $4,397,000 | -12.5% | 77,679 | +18.8% | 0.00% | 0.0% |
Q4 2019 | $5,023,000 | -43.8% | 65,392 | -45.5% | 0.00% | -50.0% |
Q3 2019 | $8,941,000 | +123.5% | 120,056 | +118.4% | 0.00% | +100.0% |
Q2 2019 | $4,001,000 | +9.8% | 54,974 | +9.3% | 0.00% | 0.0% |
Q1 2019 | $3,645,000 | +19.1% | 50,288 | +7.0% | 0.00% | +100.0% |
Q4 2018 | $3,061,000 | -18.0% | 47,003 | -9.2% | 0.00% | -50.0% |
Q3 2018 | $3,735,000 | +2.0% | 51,768 | -1.1% | 0.00% | 0.0% |
Q2 2018 | $3,661,000 | -9.4% | 52,339 | -11.8% | 0.00% | 0.0% |
Q1 2018 | $4,041,000 | +13.2% | 59,333 | +21.1% | 0.00% | 0.0% |
Q4 2017 | $3,570,000 | +35.0% | 49,011 | +29.6% | 0.00% | +100.0% |
Q3 2017 | $2,645,000 | -42.4% | 37,828 | -43.7% | 0.00% | -50.0% |
Q2 2017 | $4,595,000 | -6.0% | 67,236 | -5.8% | 0.00% | -33.3% |
Q1 2017 | $4,886,000 | +29.7% | 71,381 | +27.6% | 0.00% | +50.0% |
Q4 2016 | $3,767,000 | +30.4% | 55,957 | +28.7% | 0.00% | 0.0% |
Q3 2016 | $2,889,000 | -23.3% | 43,470 | -23.0% | 0.00% | 0.0% |
Q2 2016 | $3,765,000 | +27.1% | 56,437 | +20.6% | 0.00% | 0.0% |
Q1 2016 | $2,962,000 | -29.0% | 46,814 | -33.7% | 0.00% | -33.3% |
Q4 2015 | $4,173,000 | +33.9% | 70,625 | +26.0% | 0.00% | +50.0% |
Q3 2015 | $3,117,000 | -29.3% | 56,073 | -24.4% | 0.00% | -33.3% |
Q2 2015 | $4,410,000 | -30.9% | 74,151 | -29.5% | 0.00% | -25.0% |
Q1 2015 | $6,379,000 | +44.7% | 105,139 | +46.9% | 0.00% | +33.3% |
Q4 2014 | $4,408,000 | +13.3% | 71,595 | +9.2% | 0.00% | 0.0% |
Q3 2014 | $3,889,000 | +51.0% | 65,577 | +51.2% | 0.00% | +50.0% |
Q2 2014 | $2,576,000 | -39.5% | 43,363 | -42.4% | 0.00% | -33.3% |
Q1 2014 | $4,260,000 | +17.5% | 75,309 | +14.5% | 0.00% | 0.0% |
Q4 2013 | $3,625,000 | -15.0% | 65,768 | -19.9% | 0.00% | 0.0% |
Q3 2013 | $4,263,000 | +40.7% | 82,058 | +40.1% | 0.00% | 0.0% |
Q2 2013 | $3,029,000 | – | 58,585 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Linscomb Wealth, Inc. | 1,187,293 | $73,956,000 | 5.41% |
PBMares Wealth Management LLC | 49,761 | $3,100,000 | 4.66% |
Evanson Asset Management, LLC | 136,376 | $8,495,000 | 1.68% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $9,344,000 | 1.06% |
Harvest Investment Services, LLC | 26,863 | $1,673,000 | 0.99% |
LVM CAPITAL MANAGEMENT LTD/MI | 55,303 | $3,445,000 | 0.71% |
PSI Advisors, LLC | 13,022 | $811,000 | 0.65% |
CADENCE BANK NA | 17,848 | $1,112,000 | 0.47% |
Cetera Advisor Networks LLC | 269,488 | $16,786,000 | 0.45% |
CWM, LLC | 556,940 | $43,564,000 | 0.35% |