WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,945 | -1.9% | 24,917 | +0.1% | 0.01% | 0.0% |
Q2 2023 | $1,982 | -72.8% | 24,904 | -71.9% | 0.01% | -76.7% |
Q1 2023 | $7,290 | +20.3% | 88,616 | +25.8% | 0.03% | +25.0% |
Q4 2022 | $6,061 | -99.9% | 70,432 | +9.8% | 0.02% | +14.3% |
Q3 2022 | $4,864,000 | +430.4% | 64,163 | +483.5% | 0.02% | +425.0% |
Q2 2022 | $917,000 | -2.0% | 10,996 | +3.5% | 0.00% | 0.0% |
Q1 2022 | $936,000 | +23.5% | 10,628 | +15.8% | 0.00% | +33.3% |
Q4 2021 | $758,000 | +8.8% | 9,178 | +1.4% | 0.00% | 0.0% |
Q3 2021 | $697,000 | -1.6% | 9,053 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $708,000 | +2.5% | 9,053 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $691,000 | +12.5% | 9,053 | +2.2% | 0.00% | 0.0% |
Q4 2020 | $614,000 | +1.5% | 8,855 | -8.5% | 0.00% | 0.0% |
Q3 2020 | $605,000 | +1.5% | 9,675 | +1.2% | 0.00% | -25.0% |
Q2 2020 | $596,000 | +38.9% | 9,563 | +26.3% | 0.00% | +33.3% |
Q1 2020 | $429,000 | -26.4% | 7,573 | -0.2% | 0.00% | -25.0% |
Q4 2019 | $583,000 | -8.9% | 7,589 | -11.7% | 0.00% | -20.0% |
Q3 2019 | $640,000 | -4.5% | 8,598 | -6.6% | 0.01% | 0.0% |
Q2 2019 | $670,000 | -2.2% | 9,209 | -2.5% | 0.01% | -16.7% |
Q1 2019 | $685,000 | -6.7% | 9,445 | -16.2% | 0.01% | -14.3% |
Q4 2018 | $734,000 | -7.0% | 11,271 | +3.0% | 0.01% | 0.0% |
Q3 2018 | $789,000 | -28.5% | 10,939 | -30.7% | 0.01% | -36.4% |
Q2 2018 | $1,103,000 | -65.8% | 15,774 | -66.7% | 0.01% | -65.6% |
Q1 2018 | $3,223,000 | -22.4% | 47,314 | -17.1% | 0.03% | -25.6% |
Q4 2017 | $4,156,000 | +5.4% | 57,058 | +1.1% | 0.04% | -4.4% |
Q3 2017 | $3,944,000 | +3.4% | 56,421 | +1.1% | 0.04% | -6.2% |
Q2 2017 | $3,814,000 | +6.6% | 55,800 | +6.8% | 0.05% | 0.0% |
Q1 2017 | $3,578,000 | +3.1% | 52,253 | +1.3% | 0.05% | -7.7% |
Q4 2016 | $3,471,000 | +7.1% | 51,580 | +5.8% | 0.05% | -8.8% |
Q3 2016 | $3,240,000 | +25.8% | 48,741 | +19.8% | 0.06% | -14.9% |
Q1 2016 | $2,576,000 | +0.7% | 40,700 | -5.9% | 0.07% | +1.5% |
Q4 2015 | $2,557,000 | +5.7% | 43,273 | -0.5% | 0.07% | -2.9% |
Q3 2015 | $2,418,000 | -99.9% | 43,506 | -0.7% | 0.07% | +23.6% |
Q2 2015 | $2,605,023,000 | +96849.1% | 43,804 | -1.1% | 0.06% | +10.0% |
Q1 2015 | $2,687,000 | -99.9% | 44,282 | +8.0% | 0.05% | -2.0% |
Q4 2014 | $2,524,689,000 | +13.3% | 40,999 | +9.1% | 0.05% | +10.9% |
Q3 2014 | $2,228,000,000 | +0.6% | 37,572 | +0.7% | 0.05% | -4.2% |
Q2 2014 | $2,215,636,000 | +7.8% | 37,300 | +2.6% | 0.05% | -4.0% |
Q1 2014 | $2,055,815,000 | +15.7% | 36,341 | +12.7% | 0.05% | +6.4% |
Q4 2013 | $1,777,363,000 | +13.4% | 32,245 | +6.9% | 0.05% | 0.0% |
Q3 2013 | $1,566,658,000 | – | 30,157 | – | 0.05% | – |
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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% |