WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $461,647 | -10.5% | 5,914 | -8.7% | 0.02% | -6.2% |
| Q2 2023 | $515,694 | -3.3% | 6,481 | 0.0% | 0.02% | -11.1% |
| Q1 2023 | $533,192 | -16.6% | 6,481 | -12.8% | 0.02% | -21.7% |
| Q4 2022 | $639,512 | -45.4% | 7,431 | -47.8% | 0.02% | -4.2% |
| Q2 2022 | $1,172,000 | +61.9% | 14,242 | +73.2% | 0.02% | -4.0% |
| Q1 2022 | $724,000 | -0.1% | 8,221 | -6.4% | 0.02% | +8.7% |
| Q4 2021 | $725,000 | +7.2% | 8,787 | 0.0% | 0.02% | -30.3% |
| Q3 2021 | $676,000 | -1.6% | 8,787 | +0.0% | 0.03% | +17.9% |
| Q2 2021 | $687,000 | – | 8,786 | – | 0.03% | – |
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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% |