WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 173 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,873 | -6.2% | 49,613 | -4.4% | 0.55% | -1.1% |
Q2 2023 | $4,129 | -3.6% | 51,898 | -0.3% | 0.55% | -7.1% |
Q1 2023 | $4,283 | -7.2% | 52,065 | -2.9% | 0.59% | -11.2% |
Q4 2022 | $4,616 | -99.9% | 53,640 | +4.8% | 0.67% | +12.8% |
Q3 2022 | $3,878,000 | +79.0% | 51,160 | +94.3% | 0.59% | +88.9% |
Q2 2022 | $2,166,000 | -6.7% | 26,327 | -0.1% | 0.31% | +2.3% |
Q1 2022 | $2,322,000 | +6.5% | 26,357 | -0.2% | 0.31% | +5.5% |
Q4 2021 | $2,180,000 | +3.8% | 26,407 | -3.2% | 0.29% | -8.2% |
Q3 2021 | $2,101,000 | -8.1% | 27,292 | -6.6% | 0.32% | -9.2% |
Q2 2021 | $2,285,000 | -2.4% | 29,217 | -4.8% | 0.35% | -8.2% |
Q1 2021 | $2,342,000 | +4.0% | 30,692 | -5.5% | 0.38% | +0.3% |
Q4 2020 | $2,252,000 | +5.7% | 32,472 | -4.8% | 0.38% | -8.2% |
Q3 2020 | $2,131,000 | -38.1% | 34,097 | -38.3% | 0.41% | -41.5% |
Q2 2020 | $3,445,000 | +0.8% | 55,303 | -8.4% | 0.71% | -16.2% |
Q1 2020 | $3,416,000 | -29.5% | 60,349 | -4.4% | 0.84% | -12.0% |
Q4 2019 | $4,848,000 | +2.7% | 63,113 | -0.4% | 0.96% | -4.6% |
Q3 2019 | $4,719,000 | +3.1% | 63,370 | +0.7% | 1.00% | -3.9% |
Q2 2019 | $4,579,000 | +0.2% | 62,929 | -0.2% | 1.04% | -0.4% |
Q1 2019 | $4,568,000 | +10.8% | 63,029 | -0.4% | 1.05% | -3.0% |
Q4 2018 | $4,122,000 | -13.8% | 63,299 | -4.5% | 1.08% | -1.1% |
Q3 2018 | $4,784,000 | +2.1% | 66,304 | -1.1% | 1.09% | -3.4% |
Q2 2018 | $4,687,000 | +2.0% | 67,014 | -0.6% | 1.13% | +6.6% |
Q1 2018 | $4,595,000 | -14.6% | 67,449 | -8.7% | 1.06% | -12.9% |
Q4 2017 | $5,378,000 | +2.0% | 73,836 | -2.1% | 1.22% | -3.3% |
Q3 2017 | $5,273,000 | +3.2% | 75,431 | +0.9% | 1.26% | -3.4% |
Q2 2017 | $5,109,000 | -2.1% | 74,742 | -2.0% | 1.30% | -2.9% |
Q1 2017 | $5,221,000 | -2.8% | 76,250 | -4.5% | 1.34% | -9.6% |
Q4 2016 | $5,372,000 | +70.3% | 79,825 | +50.3% | 1.48% | +45.9% |
Q3 2016 | $3,155,000 | -39.5% | 53,110 | -32.1% | 1.02% | -32.6% |
Q2 2016 | $5,219,000 | +8.2% | 78,222 | +2.6% | 1.51% | -1.4% |
Q1 2016 | $4,825,000 | +4.3% | 76,247 | -2.7% | 1.53% | -6.4% |
Q4 2015 | $4,628,000 | +0.3% | 78,327 | -5.7% | 1.64% | -1.7% |
Q3 2015 | $4,615,000 | -7.5% | 83,032 | -1.0% | 1.66% | +0.1% |
Q2 2015 | $4,989,000 | +0.4% | 83,887 | +2.4% | 1.66% | -0.1% |
Q1 2015 | $4,970,000 | +33.9% | 81,917 | +35.9% | 1.66% | +34.8% |
Q4 2014 | $3,711,000 | +16.6% | 60,262 | +12.3% | 1.23% | +18.0% |
Q3 2014 | $3,182,000 | +0.9% | 53,653 | +1.0% | 1.05% | +2.9% |
Q2 2014 | $3,155,000 | +5.2% | 53,110 | +0.2% | 1.02% | -2.9% |
Q1 2014 | $3,000,000 | +13.2% | 53,030 | +10.2% | 1.05% | +11.3% |
Q4 2013 | $2,651,000 | +8.9% | 48,100 | +2.7% | 0.94% | +2.8% |
Q3 2013 | $2,434,000 | +7.9% | 46,853 | +7.4% | 0.92% | +1.9% |
Q2 2013 | $2,255,000 | – | 43,623 | – | 0.90% | – |
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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% |