WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,606 | +32.6% | 46,197 | +35.1% | 0.05% | +38.5% |
| Q2 2023 | $2,720 | -30.1% | 34,187 | -27.7% | 0.04% | -32.8% |
| Q1 2023 | $3,889 | +9.7% | 47,277 | +14.8% | 0.06% | +16.0% |
| Q4 2022 | $3,545 | -99.9% | 41,192 | +23.3% | 0.05% | +11.1% |
| Q3 2022 | $2,533,000 | +7.7% | 33,416 | +17.0% | 0.04% | +12.5% |
| Q2 2022 | $2,351,000 | -28.0% | 28,572 | -22.9% | 0.04% | -18.4% |
| Q1 2022 | $3,265,000 | -2.0% | 37,066 | -8.2% | 0.05% | -15.5% |
| Q4 2021 | $3,332,000 | -0.6% | 40,367 | -7.3% | 0.06% | -9.4% |
| Q3 2021 | $3,353,000 | -3.5% | 43,563 | -2.0% | 0.06% | -7.2% |
| Q2 2021 | $3,476,000 | -0.9% | 44,438 | -3.3% | 0.07% | -6.8% |
| Q1 2021 | $3,508,000 | -14.8% | 45,972 | -22.5% | 0.07% | -22.1% |
| Q4 2020 | $4,117,000 | -47.4% | 59,351 | -52.6% | 0.10% | -53.4% |
| Q3 2020 | $7,832,000 | +31.0% | 125,330 | +30.6% | 0.20% | +17.9% |
| Q2 2020 | $5,978,000 | +69.5% | 95,966 | +54.0% | 0.17% | +50.4% |
| Q1 2020 | $3,526,000 | -66.5% | 62,305 | -54.5% | 0.12% | -56.6% |
| Q4 2019 | $10,517,000 | +775.7% | 136,922 | +749.1% | 0.26% | +597.4% |
| Q3 2019 | $1,201,000 | +3.8% | 16,125 | +1.4% | 0.04% | +2.7% |
| Q2 2019 | $1,157,000 | +3302.9% | 15,895 | +2459.6% | 0.04% | +640.0% |
| Q4 2013 | $34,000 | – | 621 | – | 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% |