WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,351,218 | -16.2% | 17,310 | -14.6% | 0.01% | -8.3% |
| Q2 2023 | $1,612,088 | -7.5% | 20,260 | -4.4% | 0.01% | -14.3% |
| Q1 2023 | $1,742,889 | -3.0% | 21,185 | +1.4% | 0.01% | -6.7% |
| Q4 2022 | $1,797,363 | -42.2% | 20,885 | -49.1% | 0.02% | -44.4% |
| Q3 2022 | $3,109,000 | +69.5% | 41,001 | +83.9% | 0.03% | +80.0% |
| Q2 2022 | $1,834,000 | +0.5% | 22,295 | +7.6% | 0.02% | +15.4% |
| Q1 2022 | $1,825,000 | +3.2% | 20,720 | -3.3% | 0.01% | +8.3% |
| Q4 2021 | $1,769,000 | +7.3% | 21,430 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $1,649,000 | -1.6% | 21,430 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $1,675,000 | +2.4% | 21,420 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $1,635,000 | +7.9% | 21,420 | -2.0% | 0.01% | 0.0% |
| Q4 2020 | $1,515,000 | +5.4% | 21,850 | -5.1% | 0.01% | -7.7% |
| Q3 2020 | $1,438,000 | +4.3% | 23,015 | +4.0% | 0.01% | 0.0% |
| Q2 2020 | $1,379,000 | +13.5% | 22,140 | +3.2% | 0.01% | -13.3% |
| Q1 2020 | $1,215,000 | -28.8% | 21,460 | -3.4% | 0.02% | -6.2% |
| Q4 2019 | $1,707,000 | +3.8% | 22,220 | +0.6% | 0.02% | -5.9% |
| Q3 2019 | $1,645,000 | +2.3% | 22,095 | 0.0% | 0.02% | -5.6% |
| Q2 2019 | $1,608,000 | +1.8% | 22,095 | +1.4% | 0.02% | -5.3% |
| Q1 2019 | $1,579,000 | +14.2% | 21,790 | +2.6% | 0.02% | +5.6% |
| Q4 2018 | $1,383,000 | -12.5% | 21,245 | -3.0% | 0.02% | -5.3% |
| Q3 2018 | $1,580,000 | +3.2% | 21,895 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $1,531,000 | -50.0% | 21,895 | -51.3% | 0.02% | -5.0% |
| Q1 2018 | $3,060,000 | +84.9% | 44,920 | +97.7% | 0.02% | -9.1% |
| Q4 2017 | $1,655,000 | -2.4% | 22,725 | -6.3% | 0.02% | -4.3% |
| Q3 2017 | $1,695,000 | +3.0% | 24,250 | +0.7% | 0.02% | 0.0% |
| Q2 2017 | $1,646,000 | +3.1% | 24,080 | +3.3% | 0.02% | 0.0% |
| Q1 2017 | $1,596,000 | -5.9% | 23,310 | -7.5% | 0.02% | -8.0% |
| Q4 2016 | $1,696,000 | +4.6% | 25,205 | +3.4% | 0.02% | 0.0% |
| Q3 2016 | $1,621,000 | +4.6% | 24,380 | +5.0% | 0.02% | 0.0% |
| Q2 2016 | $1,550,000 | +7.4% | 23,230 | +1.9% | 0.02% | +4.2% |
| Q1 2016 | $1,443,000 | -2.3% | 22,805 | -8.8% | 0.02% | -4.0% |
| Q4 2015 | $1,477,000 | +6.3% | 25,005 | 0.0% | 0.02% | +4.2% |
| Q3 2015 | $1,390,000 | -12.6% | 25,005 | -6.5% | 0.02% | -4.0% |
| Q2 2015 | $1,591,000 | -16.7% | 26,750 | -15.0% | 0.02% | -16.7% |
| Q1 2015 | $1,910,000 | +2.1% | 31,470 | +3.5% | 0.03% | 0.0% |
| Q4 2014 | $1,871,000 | +5.6% | 30,395 | +1.8% | 0.03% | +3.4% |
| Q3 2014 | $1,771,000 | +11.1% | 29,860 | +11.3% | 0.03% | +11.5% |
| Q2 2014 | $1,594,000 | +5.1% | 26,830 | 0.0% | 0.03% | 0.0% |
| Q1 2014 | $1,517,000 | +5.5% | 26,830 | +2.8% | 0.03% | +4.0% |
| Q4 2013 | $1,438,000 | +11.2% | 26,100 | +4.9% | 0.02% | +8.7% |
| Q3 2013 | $1,293,000 | +22.2% | 24,875 | +21.5% | 0.02% | +15.0% |
| Q2 2013 | $1,058,000 | +17.7% | 20,465 | +16.6% | 0.02% | +11.1% |
| Q1 2013 | $899,000 | – | 17,550 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |