WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 75 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |