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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $225,000 | +2.3% | 2,735 | +9.3% | 0.03% | +18.5% |
| Q1 2022 | $220,000 | -3.9% | 2,503 | -9.7% | 0.03% | +3.8% |
| Q4 2021 | $229,000 | +11.2% | 2,773 | +3.7% | 0.03% | +4.0% |
| Q3 2021 | $206,000 | +48.2% | 2,673 | +50.8% | 0.02% | +47.1% |
| Q2 2021 | $139,000 | +3.0% | 1,773 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $135,000 | +77.6% | 1,773 | +62.2% | 0.02% | +70.0% |
| Q4 2020 | $76,000 | +11.8% | 1,093 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $68,000 | -50.4% | 1,093 | -50.5% | 0.01% | -54.5% |
| Q2 2020 | $137,000 | -22.2% | 2,206 | -29.1% | 0.02% | -33.3% |
| Q1 2020 | $176,000 | -20.0% | 3,111 | +8.9% | 0.03% | -2.9% |
| Q4 2019 | $220,000 | +2.8% | 2,858 | -0.6% | 0.03% | +9.7% |
| Q3 2019 | $214,000 | +8.1% | 2,875 | +5.9% | 0.03% | +3.3% |
| Q2 2019 | $198,000 | -21.1% | 2,715 | -21.5% | 0.03% | -21.1% |
| Q1 2019 | $251,000 | +29.4% | 3,460 | +16.3% | 0.04% | +18.8% |
| Q4 2018 | $194,000 | -9.3% | 2,975 | +0.5% | 0.03% | +3.2% |
| Q3 2018 | $214,000 | +6.5% | 2,960 | +3.1% | 0.03% | 0.0% |
| Q2 2018 | $201,000 | -16.9% | 2,870 | -19.4% | 0.03% | -24.4% |
| Q1 2018 | $242,000 | +33.0% | 3,559 | +42.5% | 0.04% | +41.4% |
| Q4 2017 | $182,000 | – | 2,497 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |