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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $12,909,000 | +13.5% | 150,000 | 0.0% | 1.09% | +1.9% |
| Q3 2022 | $11,372,000 | -7.9% | 150,000 | 0.0% | 1.07% | +2.0% |
| Q2 2022 | $12,344,000 | -6.6% | 150,000 | 0.0% | 1.05% | +4.5% |
| Q1 2022 | $13,214,000 | +6.7% | 150,000 | 0.0% | 1.00% | +9.5% |
| Q4 2021 | $12,381,000 | +7.2% | 150,000 | 0.0% | 0.92% | +1.3% |
| Q3 2021 | $11,547,000 | -1.6% | 150,000 | 0.0% | 0.90% | -3.9% |
| Q2 2021 | $11,733,000 | +2.5% | 150,000 | 0.0% | 0.94% | -14.7% |
| Q1 2021 | $11,445,000 | +10.0% | 150,000 | 0.0% | 1.10% | +2.7% |
| Q4 2020 | $10,404,000 | +11.0% | 150,000 | 0.0% | 1.07% | +8.3% |
| Q3 2020 | $9,374,000 | +0.3% | 150,000 | 0.0% | 0.99% | -6.2% |
| Q2 2020 | $9,344,000 | +10.1% | 150,000 | 0.0% | 1.06% | -14.1% |
| Q1 2020 | $8,490,000 | -26.3% | 150,000 | 0.0% | 1.23% | -2.1% |
| Q4 2019 | $11,522,000 | +3.1% | 150,000 | 0.0% | 1.26% | -2.8% |
| Q3 2019 | $11,171,000 | +2.3% | 150,000 | 0.0% | 1.29% | -3.0% |
| Q2 2019 | $10,916,000 | +0.4% | 150,000 | 0.0% | 1.33% | -4.3% |
| Q1 2019 | $10,871,000 | +11.3% | 150,000 | 0.0% | 1.39% | +2.7% |
| Q4 2018 | $9,768,000 | -9.8% | 150,000 | 0.0% | 1.36% | -2.4% |
| Q3 2018 | $10,824,000 | +3.2% | 150,000 | 0.0% | 1.39% | -6.7% |
| Q2 2018 | $10,491,000 | +2.7% | 150,000 | 0.0% | 1.49% | -4.8% |
| Q1 2018 | $10,218,000 | -6.5% | 150,000 | 0.0% | 1.57% | -4.9% |
| Q4 2017 | $10,926,000 | +4.2% | 150,000 | 0.0% | 1.65% | +6.5% |
| Q3 2017 | $10,487,000 | +2.3% | 150,000 | 0.0% | 1.55% | +2.5% |
| Q2 2017 | $10,253,000 | -0.2% | 150,000 | 0.0% | 1.51% | -10.7% |
| Q1 2017 | $10,271,000 | +1.7% | 150,000 | 0.0% | 1.69% | -0.4% |
| Q4 2016 | $10,095,000 | – | 150,000 | – | 1.70% | – |
Download | ||||||
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% |