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 | $4,563,482 | -2.5% | 58,461 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $4,681,042 | -7.3% | 58,829 | -4.1% | 0.00% | 0.0% |
| Q1 2023 | $5,049,192 | -7.2% | 61,373 | -2.9% | 0.00% | -20.0% |
| Q4 2022 | $5,442,043 | +25.4% | 63,237 | +10.4% | 0.01% | +25.0% |
| Q3 2022 | $4,341,000 | -30.8% | 57,259 | -24.9% | 0.00% | -33.3% |
| Q2 2022 | $6,274,000 | +21.9% | 76,235 | +30.5% | 0.01% | +50.0% |
| Q1 2022 | $5,147,000 | -50.7% | 58,433 | -53.8% | 0.00% | -50.0% |
| Q4 2021 | $10,439,000 | +11.4% | 126,467 | +3.9% | 0.01% | 0.0% |
| Q3 2021 | $9,367,000 | +1.6% | 121,685 | +3.2% | 0.01% | 0.0% |
| Q2 2021 | $9,219,000 | +8.4% | 117,856 | +5.7% | 0.01% | -11.1% |
| Q1 2021 | $8,507,000 | +113.8% | 111,491 | +94.3% | 0.01% | +125.0% |
| Q4 2020 | $3,979,000 | +5.6% | 57,367 | -4.9% | 0.00% | -20.0% |
| Q3 2020 | $3,768,000 | -5.6% | 60,305 | -5.9% | 0.01% | 0.0% |
| Q2 2020 | $3,993,000 | +2.8% | 64,106 | -6.6% | 0.01% | -16.7% |
| Q1 2020 | $3,884,000 | -25.7% | 68,622 | +0.8% | 0.01% | -14.3% |
| Q4 2019 | $5,228,000 | +2.6% | 68,067 | -0.5% | 0.01% | 0.0% |
| Q3 2019 | $5,096,000 | +7.6% | 68,420 | +5.1% | 0.01% | 0.0% |
| Q2 2019 | $4,736,000 | +0.7% | 65,074 | +0.3% | 0.01% | 0.0% |
| Q1 2019 | $4,704,000 | +19.2% | 64,909 | +7.1% | 0.01% | 0.0% |
| Q4 2018 | $3,946,000 | -16.4% | 60,594 | -7.3% | 0.01% | 0.0% |
| Q3 2018 | $4,718,000 | +3.6% | 65,384 | +0.4% | 0.01% | -12.5% |
| Q2 2018 | $4,554,000 | -9.2% | 65,111 | -11.6% | 0.01% | -11.1% |
| Q1 2018 | $5,016,000 | -66.6% | 73,627 | -64.3% | 0.01% | -67.9% |
| Q4 2017 | $15,010,000 | +1.7% | 206,070 | -2.4% | 0.03% | -6.7% |
| Q3 2017 | $14,765,000 | +5.6% | 211,206 | +3.3% | 0.03% | 0.0% |
| Q2 2017 | $13,982,000 | +3.9% | 204,557 | +4.1% | 0.03% | -3.2% |
| Q1 2017 | $13,455,000 | +5.1% | 196,507 | +3.3% | 0.03% | -6.1% |
| Q4 2016 | $12,807,000 | +17.7% | 190,297 | +16.3% | 0.03% | +10.0% |
| Q3 2016 | $10,882,000 | -1.2% | 163,668 | -0.9% | 0.03% | -11.8% |
| Q2 2016 | $11,016,000 | +382.1% | 165,100 | +357.2% | 0.03% | +325.0% |
| Q1 2016 | $2,285,000 | +61.3% | 36,115 | +50.6% | 0.01% | +60.0% |
| Q4 2015 | $1,417,000 | +0.1% | 23,981 | -5.9% | 0.01% | -16.7% |
| Q3 2015 | $1,416,000 | -20.0% | 25,481 | -14.4% | 0.01% | -14.3% |
| Q2 2015 | $1,770,000 | -6.3% | 29,765 | -4.4% | 0.01% | -12.5% |
| Q1 2015 | $1,889,000 | +39.2% | 31,135 | +41.3% | 0.01% | +14.3% |
| Q4 2014 | $1,357,000 | +127.7% | 22,034 | +119.1% | 0.01% | +133.3% |
| Q3 2014 | $596,000 | +0.2% | 10,058 | +0.4% | 0.00% | -25.0% |
| Q2 2014 | $595,000 | – | 10,018 | – | 0.00% | – |
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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% |