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 | $937 | -52.9% | 12 | -52.0% | 0.00% | – |
| Q2 2023 | $1,989 | -3.3% | 25 | 0.0% | 0.00% | – |
| Q1 2023 | $2,057 | -4.4% | 25 | 0.0% | 0.00% | – |
| Q4 2022 | $2,152 | +7.6% | 25 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2022 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 25 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | +100.0% | 25 | 0.0% | 0.00% | – |
| Q1 2020 | $1,000 | -50.0% | 25 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | -33.3% | 25 | -34.2% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q1 2019 | $3,000 | -78.6% | 38 | -82.2% | 0.00% | – |
| Q4 2018 | $14,000 | -6.7% | 213 | 0.0% | 0.00% | – |
| Q3 2018 | $15,000 | -100.0% | 213 | -100.0% | 0.00% | -100.0% |
| Q2 2018 | $30,986,000 | +5.8% | 443,032 | +3.1% | 0.30% | +0.3% |
| Q1 2018 | $29,276,000 | -44.2% | 429,768 | -40.3% | 0.30% | -43.9% |
| Q4 2017 | $52,434,000 | +25.2% | 719,856 | +20.2% | 0.54% | +13.4% |
| Q3 2017 | $41,871,000 | +16.6% | 598,931 | +14.0% | 0.48% | +5.3% |
| Q2 2017 | $35,921,000 | +3.8% | 525,542 | +4.0% | 0.45% | -0.7% |
| Q1 2017 | $34,602,000 | +9.0% | 505,367 | +7.1% | 0.46% | -2.4% |
| Q4 2016 | $31,752,000 | +6.7% | 471,793 | +5.4% | 0.47% | +3.1% |
| Q3 2016 | $29,747,000 | +6.1% | 447,453 | +6.5% | 0.45% | -4.0% |
| Q2 2016 | $28,028,000 | +4.3% | 420,089 | -1.1% | 0.47% | +0.4% |
| Q1 2016 | $26,878,000 | +33.8% | 424,743 | +24.9% | 0.47% | +26.1% |
| Q4 2015 | $20,087,000 | -50.8% | 339,945 | -53.7% | 0.37% | -12.7% |
| Q3 2015 | $40,808,000 | +103.4% | 734,204 | +117.6% | 0.43% | +1.9% |
| Q2 2015 | $20,067,000 | -10.6% | 337,424 | -8.8% | 0.42% | -12.6% |
| Q1 2015 | $22,456,000 | +41.1% | 370,138 | +43.3% | 0.48% | +38.2% |
| Q4 2014 | $15,911,000 | +2.6% | 258,372 | -1.2% | 0.35% | -3.4% |
| Q3 2014 | $15,501,000 | -12.0% | 261,406 | -11.8% | 0.36% | -4.5% |
| Q2 2014 | $17,613,000 | +26.1% | 296,511 | +20.1% | 0.38% | +10.0% |
| Q1 2014 | $13,965,000 | -10.4% | 246,868 | -12.7% | 0.34% | -7.6% |
| Q4 2013 | $15,590,000 | +10.1% | 282,843 | +3.8% | 0.37% | +3.1% |
| Q3 2013 | $14,162,000 | – | 272,610 | – | 0.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
| Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
| HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
| Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
| Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
| EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
| LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
| COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
| Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
| Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |