WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 144 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,022,000 | +2.7% | 52,372 | -0.5% | 0.02% | -7.4% |
| Q3 2019 | $3,918,000 | +0.3% | 52,659 | -1.9% | 0.03% | -3.6% |
| Q2 2019 | $3,907,000 | +3.7% | 53,677 | +3.2% | 0.03% | -3.4% |
| Q1 2019 | $3,766,000 | +10.3% | 52,011 | -0.8% | 0.03% | -6.5% |
| Q4 2018 | $3,413,000 | -7.1% | 52,455 | +2.8% | 0.03% | 0.0% |
| Q3 2018 | $3,675,000 | -18.0% | 51,011 | -22.6% | 0.03% | -26.2% |
| Q2 2018 | $4,481,000 | 0.0% | 65,916 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $4,481,000 | -12.5% | 65,916 | -6.3% | 0.04% | -14.3% |
| Q4 2017 | $5,124,000 | +0.5% | 70,354 | -3.5% | 0.05% | -10.9% |
| Q3 2017 | $5,097,000 | +15.5% | 72,935 | +12.9% | 0.06% | +5.8% |
| Q2 2017 | $4,413,000 | +4.0% | 64,577 | +4.0% | 0.05% | -3.7% |
| Q1 2017 | $4,243,000 | -8.2% | 62,068 | -9.8% | 0.05% | -15.6% |
| Q4 2016 | $4,621,000 | +4.7% | 68,813 | +3.7% | 0.06% | -3.0% |
| Q3 2016 | $4,413,000 | +17.8% | 66,364 | +17.2% | 0.07% | +10.0% |
| Q2 2016 | $3,745,000 | +8.5% | 56,617 | +2.1% | 0.06% | -1.6% |
| Q1 2016 | $3,452,000 | +36.7% | 55,465 | +29.9% | 0.06% | +29.8% |
| Q4 2015 | $2,526,000 | +4.1% | 42,711 | -1.9% | 0.05% | -6.0% |
| Q3 2015 | $2,427,000 | -6.8% | 43,549 | -0.0% | 0.05% | +4.2% |
| Q2 2015 | $2,605,000 | -8.7% | 43,560 | -7.0% | 0.05% | -12.7% |
| Q1 2015 | $2,852,000 | -5.0% | 46,816 | -3.8% | 0.06% | -16.7% |
| Q4 2014 | $3,002,000 | +80.0% | 48,690 | +73.4% | 0.07% | +46.7% |
| Q3 2014 | $1,668,000 | +32.6% | 28,086 | +32.6% | 0.04% | +32.4% |
| Q2 2014 | $1,258,000 | +57.2% | 21,186 | +49.7% | 0.03% | +47.8% |
| Q1 2014 | $800,000 | +2.7% | 14,156 | +0.2% | 0.02% | -4.2% |
| Q4 2013 | $779,000 | +164.1% | 14,129 | +149.2% | 0.02% | +140.0% |
| Q3 2013 | $295,000 | +11.7% | 5,669 | +11.0% | 0.01% | +11.1% |
| Q2 2013 | $264,000 | – | 5,106 | – | 0.01% | – |
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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% |