WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 71 filers reported holding WISDOMTREE TR in Q1 2014. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $9,205,000 | -50.8% | 131,675 | -51.9% | 0.06% | -53.8% |
| Q2 2017 | $18,718,000 | +2.5% | 273,852 | +2.7% | 0.12% | -2.5% |
| Q1 2017 | $18,260,000 | -1.0% | 266,684 | -2.7% | 0.12% | -10.3% |
| Q4 2016 | $18,446,000 | -29.8% | 274,082 | -30.7% | 0.14% | -34.9% |
| Q3 2016 | $26,290,000 | +1.5% | 395,462 | +1.9% | 0.21% | -4.1% |
| Q2 2016 | $25,896,000 | +11.2% | 388,124 | +5.4% | 0.22% | +4.8% |
| Q1 2016 | $23,297,000 | +5.7% | 368,154 | -1.3% | 0.21% | -0.5% |
| Q4 2015 | $22,036,000 | +33.5% | 372,918 | +25.6% | 0.21% | +20.1% |
| Q3 2015 | $16,505,000 | -6.0% | 296,968 | +0.6% | 0.17% | 0.0% |
| Q2 2015 | $17,557,000 | -1.9% | 295,217 | +0.1% | 0.17% | -6.5% |
| Q1 2015 | $17,898,000 | -0.8% | 295,000 | +0.7% | 0.19% | -7.9% |
| Q4 2014 | $18,037,000 | +60.6% | 292,906 | +54.7% | 0.20% | +47.4% |
| Q3 2014 | $11,230,000 | +9.1% | 189,382 | +9.3% | 0.14% | +9.6% |
| Q2 2014 | $10,293,000 | +17.2% | 173,283 | +11.7% | 0.12% | +3.3% |
| Q1 2014 | $8,779,000 | +6.9% | 155,186 | +4.1% | 0.12% | +1.7% |
| Q4 2013 | $8,213,000 | +23.3% | 149,003 | +16.2% | 0.12% | +10.2% |
| Q3 2013 | $6,661,000 | +11.7% | 128,215 | +11.2% | 0.11% | +2.9% |
| Q2 2013 | $5,961,000 | – | 115,298 | – | 0.10% | – |
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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% |