WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 116 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $102,000 | -33.8% | 1,409 | -36.2% | 0.00% | 0.0% |
| Q2 2018 | $154,000 | -49.5% | 2,209 | -50.6% | 0.00% | -50.0% |
| Q1 2018 | $305,000 | -16.7% | 4,474 | -11.0% | 0.00% | -33.3% |
| Q4 2017 | $366,000 | +6.7% | 5,027 | +2.5% | 0.00% | 0.0% |
| Q3 2017 | $343,000 | -83.2% | 4,905 | -83.6% | 0.00% | -83.3% |
| Q2 2017 | $2,041,000 | +8.0% | 29,860 | +8.3% | 0.02% | +5.9% |
| Q1 2017 | $1,889,000 | +9.3% | 27,582 | +7.4% | 0.02% | +13.3% |
| Q4 2016 | $1,728,000 | -1.7% | 25,677 | -2.8% | 0.02% | -16.7% |
| Q3 2016 | $1,757,000 | -11.8% | 26,429 | -11.5% | 0.02% | +28.6% |
| Q2 2016 | $1,993,000 | +174.9% | 29,876 | +145.2% | 0.01% | +180.0% |
| Q2 2015 | $725,000 | -1.1% | 12,185 | +0.8% | 0.01% | +25.0% |
| Q1 2015 | $733,000 | -1.5% | 12,085 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $744,000 | – | 12,085 | – | 0.00% | – |
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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% |