WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,822,850 | -9.7% | 36,163 | -7.9% | 0.12% | -4.8% |
| Q2 2023 | $3,125,416 | -3.9% | 39,279 | -0.6% | 0.12% | -6.1% |
| Q1 2023 | $3,251,601 | -3.9% | 39,524 | +0.5% | 0.13% | -1.5% |
| Q4 2022 | $3,384,955 | +11.5% | 39,332 | -1.8% | 0.13% | -2.2% |
| Q3 2022 | $3,035,000 | -9.9% | 40,036 | -2.2% | 0.14% | -4.9% |
| Q2 2022 | $3,369,000 | -8.7% | 40,945 | -2.2% | 0.14% | -1.4% |
| Q1 2022 | $3,689,000 | -12.6% | 41,877 | -18.1% | 0.15% | -16.1% |
| Q4 2021 | $4,221,000 | +5.7% | 51,135 | -1.5% | 0.17% | -5.4% |
| Q3 2021 | $3,995,000 | -21.2% | 51,901 | -20.0% | 0.18% | -22.7% |
| Q2 2021 | $5,073,000 | +1.8% | 64,859 | -0.7% | 0.24% | -7.4% |
| Q1 2021 | $4,985,000 | +5.9% | 65,340 | -3.7% | 0.26% | +6.2% |
| Q4 2020 | $4,707,000 | -8.5% | 67,865 | -17.6% | 0.24% | -11.0% |
| Q3 2020 | $5,146,000 | -4.8% | 82,342 | -5.1% | 0.27% | -10.8% |
| Q2 2020 | $5,405,000 | +10.9% | 86,776 | +0.8% | 0.30% | -10.0% |
| Q1 2020 | $4,874,000 | -34.1% | 86,110 | -10.5% | 0.34% | -22.1% |
| Q4 2019 | $7,393,000 | -18.6% | 96,247 | -21.1% | 0.44% | -22.0% |
| Q3 2019 | $9,084,000 | +0.9% | 121,979 | -0.3% | 0.56% | -4.3% |
| Q2 2019 | $9,007,000 | +4.2% | 122,333 | +2.5% | 0.58% | -2.8% |
| Q1 2019 | $8,648,000 | +19.1% | 119,333 | +7.0% | 0.60% | +9.5% |
| Q4 2018 | $7,262,000 | -11.5% | 111,514 | -2.0% | 0.55% | -16.6% |
| Q3 2018 | $8,207,000 | +3.3% | 113,735 | +0.1% | 0.66% | -7.5% |
| Q2 2018 | $7,945,000 | -6.0% | 113,578 | -8.5% | 0.71% | -2.2% |
| Q1 2018 | $8,453,000 | -10.8% | 124,097 | -4.6% | 0.73% | -16.4% |
| Q4 2017 | $9,478,000 | -26.9% | 130,127 | -29.8% | 0.87% | -15.0% |
| Q3 2017 | $12,957,000 | -0.5% | 185,340 | -2.7% | 1.02% | -6.9% |
| Q2 2017 | $13,025,000 | -7.1% | 190,558 | -7.0% | 1.10% | -12.5% |
| Q1 2017 | $14,022,000 | -5.8% | 204,794 | -7.4% | 1.25% | -21.0% |
| Q4 2016 | $14,881,000 | – | 221,110 | – | 1.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |