WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $636,813 | -32.0% | 8,158 | -30.7% | 0.01% | -30.8% |
| Q2 2023 | $936,300 | -55.3% | 11,767 | -53.8% | 0.01% | -61.8% |
| Q1 2023 | $2,095,499 | -21.9% | 25,471 | -18.3% | 0.03% | -27.7% |
| Q4 2022 | $2,682,232 | +17.7% | 31,167 | +3.7% | 0.05% | +4.4% |
| Q3 2022 | $2,279,000 | -7.1% | 30,067 | +0.9% | 0.04% | -4.3% |
| Q2 2022 | $2,452,000 | +234.5% | 29,801 | +258.0% | 0.05% | +291.7% |
| Q1 2022 | $733,000 | +239.4% | 8,324 | +141.3% | 0.01% | +100.0% |
| Q3 2020 | $216,000 | -75.6% | 3,450 | -75.7% | 0.01% | -76.0% |
| Q2 2020 | $884,000 | +6.4% | 14,189 | -3.3% | 0.02% | -16.7% |
| Q1 2020 | $831,000 | -32.8% | 14,674 | -8.8% | 0.03% | -16.7% |
| Q4 2019 | $1,236,000 | – | 16,095 | – | 0.04% | – |
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 Wealth, 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% |