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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,535,637 | -10.7% | 391,182 | -8.9% | 1.79% | -3.1% |
| Q2 2023 | $34,176,899 | -12.1% | 429,520 | -9.1% | 1.84% | -9.5% |
| Q1 2023 | $38,863,095 | -6.0% | 472,385 | -1.7% | 2.04% | -2.9% |
| Q4 2022 | $41,340,948 | +24.8% | 480,374 | +9.9% | 2.10% | +4.4% |
| Q3 2022 | $33,130,000 | -5.9% | 437,012 | +2.1% | 2.01% | -0.3% |
| Q2 2022 | $35,210,000 | -7.3% | 427,873 | -0.8% | 2.02% | +11.2% |
| Q1 2022 | $38,000,000 | +10.4% | 431,376 | +3.5% | 1.82% | +10.5% |
| Q4 2021 | $34,412,000 | +6.1% | 416,908 | -1.1% | 1.64% | -1.7% |
| Q3 2021 | $32,438,000 | -0.2% | 421,386 | +1.4% | 1.67% | +0.5% |
| Q2 2021 | $32,498,000 | -2.9% | 415,469 | -5.2% | 1.66% | -8.5% |
| Q1 2021 | $33,457,000 | -59.2% | 438,487 | -62.9% | 1.82% | -62.8% |
| Q4 2020 | $81,932,000 | +10.3% | 1,181,258 | -0.6% | 4.90% | -4.3% |
| Q3 2020 | $74,280,000 | +0.4% | 1,188,668 | +0.1% | 5.12% | -5.4% |
| Q2 2020 | $73,956,000 | +2.0% | 1,187,293 | -7.4% | 5.41% | -15.6% |
| Q1 2020 | $72,538,000 | -26.8% | 1,281,598 | -0.6% | 6.41% | -0.8% |
| Q4 2019 | $99,079,000 | +2.1% | 1,289,918 | -1.0% | 6.46% | -17.1% |
| Q3 2019 | $96,997,000 | +1.7% | 1,302,397 | -0.6% | 7.80% | -0.3% |
| Q2 2019 | $95,339,000 | +0.7% | 1,310,140 | +0.3% | 7.82% | -1.8% |
| Q1 2019 | $94,651,000 | +11.6% | 1,306,073 | +0.3% | 7.97% | -0.6% |
| Q4 2018 | $84,793,000 | -11.5% | 1,302,104 | -1.9% | 8.02% | +1.9% |
| Q3 2018 | $95,819,000 | +2.3% | 1,327,865 | -0.9% | 7.87% | -1.2% |
| Q2 2018 | $93,699,000 | +1.2% | 1,339,699 | -1.4% | 7.97% | +1.2% |
| Q1 2018 | $92,585,000 | -7.5% | 1,359,142 | -1.1% | 7.87% | -4.2% |
| Q4 2017 | $100,067,000 | -2.6% | 1,373,792 | -6.5% | 8.22% | -6.8% |
| Q3 2017 | $102,759,000 | -0.5% | 1,469,879 | -2.7% | 8.82% | -4.5% |
| Q2 2017 | $103,241,000 | -1.0% | 1,510,483 | -0.8% | 9.24% | -2.2% |
| Q1 2017 | $104,251,000 | +0.8% | 1,522,583 | -0.9% | 9.44% | -1.9% |
| Q4 2016 | $103,385,000 | +1.4% | 1,536,184 | +0.2% | 9.62% | -3.0% |
| Q3 2016 | $101,962,000 | +1.4% | 1,533,724 | +1.7% | 9.91% | -2.2% |
| Q2 2016 | $100,584,000 | +3.4% | 1,507,555 | -1.9% | 10.14% | -3.8% |
| Q1 2016 | $97,289,000 | +16.7% | 1,537,430 | +9.0% | 10.53% | +11.6% |
| Q4 2015 | $83,339,000 | +6.1% | 1,410,373 | -0.2% | 9.44% | +2.2% |
| Q3 2015 | $78,515,000 | +3.1% | 1,412,643 | +10.3% | 9.23% | +11.0% |
| Q2 2015 | $76,156,000 | -0.8% | 1,280,586 | +1.2% | 8.31% | +0.9% |
| Q1 2015 | $76,765,000 | +1.4% | 1,265,293 | +3.0% | 8.24% | -1.7% |
| Q4 2014 | $75,670,000 | +13.4% | 1,228,812 | +9.2% | 8.38% | +13.7% |
| Q3 2014 | $66,746,000 | +8.6% | 1,125,572 | +8.8% | 7.36% | +13.5% |
| Q2 2014 | $61,475,000 | +18.8% | 1,034,928 | +13.2% | 6.49% | +13.7% |
| Q1 2014 | $51,740,000 | +7.2% | 914,616 | +4.4% | 5.71% | -3.6% |
| Q4 2013 | $48,269,000 | +8.9% | 875,710 | +2.7% | 5.92% | +1.9% |
| Q3 2013 | $44,314,000 | +5.2% | 853,012 | +4.7% | 5.81% | +1.0% |
| Q2 2013 | $42,106,000 | – | 814,421 | – | 5.76% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |