WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 127 filers reported holding WISDOMTREE TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $33,000 | -38.9% | 400 | -42.9% | 0.01% | -40.0% |
| Q3 2021 | $54,000 | -1.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +3.8% | 700 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $53,000 | +3.9% | 700 | -4.1% | 0.01% | 0.0% |
| Q4 2020 | $51,000 | +10.9% | 730 | 0.0% | 0.01% | +10.0% |
| Q3 2020 | $46,000 | +2.2% | 730 | 0.0% | 0.01% | -9.1% |
| Q2 2020 | $45,000 | +9.8% | 730 | 0.0% | 0.01% | -8.3% |
| Q1 2020 | $41,000 | -26.8% | 730 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $56,000 | +3.7% | 730 | 0.0% | 0.01% | -6.7% |
| Q3 2019 | $54,000 | +1.9% | 730 | 0.0% | 0.02% | +7.1% |
| Q2 2019 | $53,000 | 0.0% | 730 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $53,000 | +10.4% | 730 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $48,000 | -35.1% | 730 | -29.1% | 0.02% | -20.0% |
| Q3 2018 | $74,000 | +2.8% | 1,030 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $72,000 | -45.0% | 1,030 | -46.6% | 0.02% | -45.9% |
| Q1 2018 | $131,000 | -9.0% | 1,930 | -2.5% | 0.04% | -7.5% |
| Q4 2017 | $144,000 | -31.1% | 1,980 | -33.7% | 0.04% | -37.5% |
| Q3 2017 | $209,000 | -0.9% | 2,985 | -3.2% | 0.06% | -4.5% |
| Q2 2017 | $211,000 | 0.0% | 3,085 | 0.0% | 0.07% | 0.0% |
| Q1 2017 | $211,000 | -50.9% | 3,085 | -51.7% | 0.07% | -52.5% |
| Q4 2016 | $430,000 | -4.7% | 6,385 | -5.9% | 0.14% | -6.0% |
| Q3 2016 | $451,000 | +183.6% | 6,785 | +184.5% | 0.15% | +188.5% |
| Q2 2016 | $159,000 | +1225.0% | 2,385 | +1189.2% | 0.05% | +1200.0% |
| Q1 2016 | $12,000 | – | 185 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |