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 | $35,772,000 | +0.4% | 491,578 | 0.0% | 2.61% | -9.1% |
| Q1 2019 | $35,625,000 | +9.9% | 491,578 | +9.4% | 2.87% | +6.1% |
| Q3 2018 | $32,413,000 | +3.2% | 449,188 | 0.0% | 2.71% | +13.1% |
| Q2 2018 | $31,416,000 | +2.7% | 449,188 | 0.0% | 2.40% | -19.0% |
| Q1 2018 | $30,599,000 | -6.5% | 449,188 | 0.0% | 2.96% | -20.3% |
| Q4 2017 | $32,719,000 | -38.4% | 449,188 | -40.9% | 3.71% | -43.6% |
| Q3 2017 | $53,155,000 | +116.2% | 760,336 | +111.4% | 6.58% | +88.4% |
| Q2 2017 | $24,588,000 | -0.2% | 359,731 | 0.0% | 3.49% | -16.5% |
| Q1 2017 | $24,631,000 | +1.7% | 359,731 | 0.0% | 4.18% | -13.3% |
| Q4 2016 | $24,210,000 | – | 359,731 | – | 4.82% | – |
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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% |