WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $230,931 | -2.4% | 2,730 | 0.0% | 0.02% | -3.8% |
Q1 2024 | $236,582 | +5.5% | 2,730 | 0.0% | 0.03% | -3.7% |
Q4 2023 | $224,351 | +5.3% | 2,730 | 0.0% | 0.03% | -6.9% |
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 ↓ |
---|---|---|---|
Linscomb Wealth, Inc. | 1,187,293 | $73,956,000 | 5.41% |
PBMares Wealth Management LLC | 49,761 | $3,100,000 | 4.66% |
Evanson Asset Management, LLC | 136,376 | $8,495,000 | 1.68% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $9,344,000 | 1.06% |
Harvest Investment Services, LLC | 26,863 | $1,673,000 | 0.99% |
LVM CAPITAL MANAGEMENT LTD/MI | 55,303 | $3,445,000 | 0.71% |
PSI Advisors, LLC | 13,022 | $811,000 | 0.65% |
CADENCE BANK NA | 17,848 | $1,112,000 | 0.47% |
Cetera Advisor Networks LLC | 269,488 | $16,786,000 | 0.45% |
CWM, LLC | 556,940 | $43,564,000 | 0.35% |