WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $83,291 | -41.8% | 1,067 | -40.7% | 0.01% | -41.7% |
| Q2 2023 | $143,226 | -3.3% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $148,086 | -4.4% | 1,800 | 0.0% | 0.01% | -7.7% |
| Q4 2022 | $154,908 | +13.9% | 1,800 | 0.0% | 0.01% | +8.3% |
| Q3 2022 | $136,000 | -44.0% | 1,800 | -39.0% | 0.01% | -45.5% |
| Q2 2022 | $243,000 | -6.5% | 2,950 | -0.2% | 0.02% | +22.2% |
| Q1 2022 | $260,000 | +6.6% | 2,957 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $244,000 | -17.3% | 2,957 | -22.8% | 0.02% | -29.2% |
| Q3 2021 | $295,000 | -10.1% | 3,831 | -8.5% | 0.02% | -11.1% |
| Q2 2021 | $328,000 | -0.3% | 4,188 | -2.8% | 0.03% | -10.0% |
| Q1 2021 | $329,000 | -2.4% | 4,310 | -11.4% | 0.03% | -6.2% |
| Q4 2020 | $337,000 | -59.7% | 4,865 | -63.6% | 0.03% | -63.2% |
| Q3 2020 | $836,000 | -26.6% | 13,371 | -26.9% | 0.09% | -26.9% |
| Q2 2020 | $1,139,000 | -52.5% | 18,288 | -56.9% | 0.12% | -59.1% |
| Q1 2020 | $2,400,000 | -49.9% | 42,408 | -31.9% | 0.29% | -28.0% |
| Q4 2019 | $4,787,000 | – | 62,318 | – | 0.40% | – |
Download | ||||||
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 & Williams, 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% |