WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $5,723,000 | -18.3% | 73,163 | -20.3% | 0.00% | -20.0% |
| Q1 2021 | $7,002,000 | +319.3% | 91,769 | +281.2% | 0.01% | +400.0% |
| Q4 2020 | $1,670,000 | -11.5% | 24,075 | -20.3% | 0.00% | -50.0% |
| Q3 2020 | $1,888,000 | -39.2% | 30,210 | -39.4% | 0.00% | -33.3% |
| Q2 2020 | $3,105,000 | +49.8% | 49,852 | +36.1% | 0.00% | +50.0% |
| Q1 2020 | $2,073,000 | +91.4% | 36,624 | +159.7% | 0.00% | +100.0% |
| Q4 2019 | $1,083,000 | -18.4% | 14,104 | -20.9% | 0.00% | 0.0% |
| Q3 2019 | $1,328,000 | +72.7% | 17,830 | +68.6% | 0.00% | 0.0% |
| Q2 2019 | $769,000 | – | 10,573 | – | 0.00% | – |
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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% |