WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 137 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817,366 | +0.9% | 10,471 | +2.8% | 0.01% | 0.0% |
| Q2 2023 | $810,341 | -0.8% | 10,184 | +2.5% | 0.01% | 0.0% |
| Q1 2023 | $817,270 | -4.4% | 9,934 | 0.0% | 0.01% | -10.0% |
| Q4 2022 | $854,920 | +13.5% | 9,934 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $753,000 | -0.9% | 9,934 | +7.5% | 0.01% | 0.0% |
| Q2 2022 | $760,000 | -6.6% | 9,240 | 0.0% | 0.01% | +11.1% |
| Q1 2022 | $814,000 | +8.0% | 9,240 | +1.1% | 0.01% | +12.5% |
| Q4 2021 | $754,000 | +12.0% | 9,140 | +4.6% | 0.01% | 0.0% |
| Q3 2021 | $673,000 | +6.3% | 8,740 | +8.0% | 0.01% | +14.3% |
| Q2 2021 | $633,000 | +2.6% | 8,090 | 0.0% | 0.01% | -12.5% |
| Q1 2021 | $617,000 | +11.4% | 8,090 | +1.3% | 0.01% | 0.0% |
| Q4 2020 | $554,000 | +11.0% | 7,990 | 0.0% | 0.01% | -11.1% |
| Q3 2020 | $499,000 | -1.4% | 7,990 | -1.7% | 0.01% | 0.0% |
| Q2 2020 | $506,000 | +11.0% | 8,125 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $456,000 | -25.1% | 8,050 | +1.5% | 0.01% | -10.0% |
| Q4 2019 | $609,000 | +7.2% | 7,930 | +4.1% | 0.01% | 0.0% |
| Q3 2019 | $568,000 | +7.6% | 7,620 | +5.0% | 0.01% | 0.0% |
| Q2 2019 | $528,000 | +11.6% | 7,255 | +11.1% | 0.01% | +25.0% |
| Q1 2019 | $473,000 | +13.2% | 6,530 | +1.7% | 0.01% | 0.0% |
| Q4 2018 | $418,000 | -10.5% | 6,420 | -0.7% | 0.01% | 0.0% |
| Q3 2018 | $467,000 | +4.0% | 6,465 | +0.7% | 0.01% | -11.1% |
| Q2 2018 | $449,000 | +2.7% | 6,420 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $437,000 | -2.9% | 6,420 | +4.0% | 0.01% | 0.0% |
| Q4 2017 | $450,000 | +10.6% | 6,173 | +6.0% | 0.01% | +12.5% |
| Q3 2017 | $407,000 | +2.3% | 5,823 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $398,000 | +11.5% | 5,823 | +11.7% | 0.01% | 0.0% |
| Q1 2017 | $357,000 | +7.5% | 5,215 | +5.7% | 0.01% | +12.5% |
| Q4 2016 | $332,000 | +138.8% | 4,935 | +134.4% | 0.01% | +166.7% |
| Q3 2016 | $139,000 | +39.0% | 2,105 | +40.3% | 0.00% | 0.0% |
| Q2 2016 | $100,000 | +6.4% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $94,000 | +6.8% | 1,500 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $88,000 | +60.0% | 1,500 | +50.0% | 0.00% | +50.0% |
| Q3 2015 | $55,000 | – | 1,000 | – | 0.00% | – |
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 Wealth, 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% |