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 2019 | $5,060,000 | -3.5% | 69,545 | -3.9% | 1.46% | -12.6% |
| Q1 2019 | $5,243,000 | +7.4% | 72,345 | -3.5% | 1.67% | -6.9% |
| Q4 2018 | $4,884,000 | -15.5% | 74,945 | -6.4% | 1.79% | -1.2% |
| Q3 2018 | $5,777,000 | +0.7% | 80,085 | -2.4% | 1.81% | -5.9% |
| Q2 2018 | $5,737,000 | -1.5% | 82,040 | -4.0% | 1.93% | -14.9% |
| Q1 2018 | $5,824,000 | -8.7% | 85,490 | -2.4% | 2.26% | -6.0% |
| Q4 2017 | $6,379,000 | +1.5% | 87,580 | -2.6% | 2.41% | -2.2% |
| Q3 2017 | $6,284,000 | -2.3% | 89,880 | -4.5% | 2.46% | -5.0% |
| Q2 2017 | $6,431,000 | -1.1% | 94,095 | -0.9% | 2.59% | -4.1% |
| Q1 2017 | $6,501,000 | +0.4% | 94,945 | -1.3% | 2.70% | -4.6% |
| Q4 2016 | $6,472,000 | +3.7% | 96,180 | 0.0% | 2.83% | -0.4% |
| Q3 2016 | $6,241,000 | -5.2% | 96,180 | -2.5% | 2.84% | -7.7% |
| Q2 2016 | $6,581,000 | +5.2% | 98,640 | -0.2% | 3.08% | +6.1% |
| Q1 2016 | $6,255,000 | +5.9% | 98,850 | -1.1% | 2.90% | +8.1% |
| Q4 2015 | $5,908,000 | -5.2% | 99,985 | -4.6% | 2.69% | -3.8% |
| Q3 2015 | $6,231,000 | 0.0% | 104,775 | 0.0% | 2.79% | 0.0% |
| Q2 2015 | $6,231,000 | -19.9% | 104,775 | -18.2% | 2.79% | -18.6% |
| Q1 2015 | $7,776,000 | -20.0% | 128,165 | -18.8% | 3.43% | -30.8% |
| Q4 2014 | $9,721,000 | +9.9% | 157,865 | +5.9% | 4.96% | +11.5% |
| Q3 2014 | $8,844,000 | -15.2% | 149,135 | -15.0% | 4.45% | -9.2% |
| Q2 2014 | $10,425,000 | -19.0% | 175,505 | -22.9% | 4.90% | -19.4% |
| Q1 2014 | $12,873,000 | -11.6% | 227,550 | -13.8% | 6.08% | -19.5% |
| Q4 2013 | $14,554,000 | +1.0% | 264,050 | -4.8% | 7.55% | -14.8% |
| Q3 2013 | $14,416,000 | -8.2% | 277,495 | -8.6% | 8.86% | -24.6% |
| Q2 2013 | $15,698,000 | – | 303,645 | – | 11.76% | – |
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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 & Williams, 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% |