WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $259,000 | +2.4% | 3,713 | 0.0% | 0.02% | -5.9% |
| Q1 2018 | $253,000 | -6.3% | 3,713 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $270,000 | -18.9% | 3,713 | -22.0% | 0.02% | -25.0% |
| Q3 2017 | $333,000 | +2.1% | 4,762 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $326,000 | 0.0% | 4,762 | 0.0% | 0.02% | -4.0% |
| Q1 2017 | $326,000 | -0.6% | 4,762 | -2.3% | 0.02% | -3.8% |
| Q4 2016 | $328,000 | +1.2% | 4,875 | 0.0% | 0.03% | -7.1% |
| Q3 2016 | $324,000 | -0.3% | 4,875 | 0.0% | 0.03% | -3.4% |
| Q2 2016 | $325,000 | +10.9% | 4,875 | +5.3% | 0.03% | +7.4% |
| Q1 2016 | $293,000 | +6.9% | 4,630 | 0.0% | 0.03% | +8.0% |
| Q4 2015 | $274,000 | +6.2% | 4,630 | 0.0% | 0.02% | -13.8% |
| Q3 2015 | $258,000 | -6.2% | 4,630 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $275,000 | -2.1% | 4,630 | 0.0% | 0.03% | -3.3% |
| Q1 2015 | $281,000 | -1.4% | 4,630 | 0.0% | 0.03% | -3.2% |
| Q4 2014 | $285,000 | +7.5% | 4,630 | +3.7% | 0.03% | +3.3% |
| Q3 2014 | $265,000 | 0.0% | 4,465 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $265,000 | +4.7% | 4,465 | 0.0% | 0.03% | -3.2% |
| Q1 2014 | $253,000 | +6.3% | 4,465 | +3.5% | 0.03% | 0.0% |
| Q4 2013 | $238,000 | +8.2% | 4,316 | +2.1% | 0.03% | -8.8% |
| Q3 2013 | $220,000 | – | 4,226 | – | 0.03% | – |
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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% |