WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,104 | -1.9% | 2,730 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $217,226 | -3.3% | 2,730 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $224,597 | +95473.2% | 2,730 | 0.0% | 0.03% | -9.4% |
| Q4 2022 | $235 | -99.9% | 2,730 | 0.0% | 0.03% | +6.7% |
| Q3 2022 | $207,000 | -8.0% | 2,730 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $225,000 | -6.2% | 2,730 | 0.0% | 0.03% | +10.7% |
| Q1 2022 | $240,000 | +6.7% | 2,730 | 0.0% | 0.03% | +21.7% |
| Q4 2021 | $225,000 | +7.1% | 2,730 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $210,000 | -13.9% | 2,730 | -12.5% | 0.02% | -14.8% |
| Q2 2021 | $244,000 | +2.5% | 3,120 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $238,000 | +10.2% | 3,120 | 0.0% | 0.03% | +8.0% |
| Q4 2020 | $216,000 | -46.0% | 3,120 | -51.3% | 0.02% | -52.8% |
| Q3 2020 | $400,000 | – | 6,402 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |