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 | $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 ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb Wealth, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |