WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 148 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $1,856,000 | -6.5% | 22,558 | +0.1% | 0.60% | +8.9% |
Q1 2022 | $1,986,000 | +16.0% | 22,545 | +8.7% | 0.55% | +18.7% |
Q4 2021 | $1,712,000 | +7.5% | 20,738 | +0.3% | 0.47% | -1.5% |
Q3 2021 | $1,592,000 | +66.7% | 20,683 | +69.4% | 0.47% | +65.4% |
Q2 2021 | $955,000 | +5.6% | 12,206 | +3.0% | 0.29% | +0.4% |
Q1 2021 | $904,000 | -26.4% | 11,850 | -33.1% | 0.28% | -34.2% |
Q4 2020 | $1,228,000 | +10.6% | 17,709 | -0.3% | 0.43% | +0.2% |
Q3 2020 | $1,110,000 | -0.2% | 17,755 | -0.5% | 0.43% | -8.1% |
Q2 2020 | $1,112,000 | +14.3% | 17,848 | +3.9% | 0.47% | -5.2% |
Q1 2020 | $973,000 | -23.1% | 17,177 | +4.4% | 0.50% | +6.4% |
Q4 2019 | $1,265,000 | +3.1% | 16,459 | -0.1% | 0.47% | -2.9% |
Q3 2019 | $1,227,000 | +2.3% | 16,480 | 0.0% | 0.48% | +2.8% |
Q2 2019 | $1,199,000 | +1.3% | 16,480 | +0.9% | 0.47% | +0.6% |
Q1 2019 | $1,184,000 | +26.1% | 16,335 | +13.2% | 0.46% | +10.0% |
Q4 2018 | $939,000 | -16.5% | 14,435 | -7.4% | 0.42% | -1.2% |
Q3 2018 | $1,124,000 | +2.3% | 15,583 | -0.9% | 0.43% | -4.9% |
Q2 2018 | $1,099,000 | +1.7% | 15,718 | -1.0% | 0.45% | +4.4% |
Q1 2018 | $1,081,000 | -8.0% | 15,873 | -1.6% | 0.43% | 0.0% |
Q4 2017 | $1,175,000 | +0.1% | 16,133 | -3.9% | 0.43% | -3.2% |
Q3 2017 | $1,174,000 | +57.4% | 16,792 | +36.6% | 0.44% | +6.7% |
Q1 2015 | $746,000 | +2.8% | 12,292 | +4.3% | 0.42% | +7.5% |
Q4 2014 | $726,000 | +3.3% | 11,789 | -0.5% | 0.39% | +2.1% |
Q3 2014 | $703,000 | +46.2% | 11,854 | +46.2% | 0.38% | +46.3% |
Q2 2014 | $481,000 | -1.2% | 8,109 | -5.7% | 0.26% | -10.7% |
Q1 2014 | $487,000 | +17.3% | 8,603 | +14.3% | 0.29% | +28.9% |
Q4 2013 | $415,000 | +6.1% | 7,525 | 0.0% | 0.22% | -4.3% |
Q3 2013 | $391,000 | +17.4% | 7,525 | +16.7% | 0.24% | +29.1% |
Q2 2013 | $333,000 | – | 6,447 | – | 0.18% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |