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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |