WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 71 filers reported holding WISDOMTREE TR in Q3 2013. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $518,000 | -72.7% | 7,098 | -73.7% | 0.05% | -50.0% |
| Q3 2017 | $1,898,000 | -8.5% | 27,016 | -10.9% | 0.11% | -15.6% |
| Q2 2017 | $2,075,000 | -4.3% | 30,307 | -4.4% | 0.13% | -14.1% |
| Q1 2017 | $2,169,000 | +0.6% | 31,700 | -1.1% | 0.15% | -7.5% |
| Q4 2016 | $2,157,000 | +3.7% | 32,066 | +2.6% | 0.16% | +1.3% |
| Q3 2016 | $2,080,000 | -30.2% | 31,263 | -30.0% | 0.16% | -34.6% |
| Q2 2016 | $2,978,000 | +19.4% | 44,646 | +13.3% | 0.24% | +3.4% |
| Q1 2016 | $2,494,000 | +30.5% | 39,410 | +22.0% | 0.24% | -2.1% |
| Q4 2015 | $1,911,000 | -23.2% | 32,295 | -27.8% | 0.24% | -16.1% |
| Q3 2015 | $2,487,000 | -6.3% | 44,701 | +0.3% | 0.29% | -8.6% |
| Q2 2015 | $2,654,000 | +1.4% | 44,547 | +3.0% | 0.31% | -0.9% |
| Q1 2015 | $2,617,000 | +4.6% | 43,239 | +6.2% | 0.32% | -4.2% |
| Q4 2014 | $2,501,000 | +35.3% | 40,716 | +31.2% | 0.33% | +33.1% |
| Q3 2014 | $1,848,000 | +5.5% | 31,042 | +5.8% | 0.25% | -1.2% |
| Q2 2014 | $1,751,000 | +53.6% | 29,347 | +37.3% | 0.25% | +19.0% |
| Q1 2014 | $1,140,000 | -17.2% | 21,382 | -14.4% | 0.21% | -14.2% |
| Q4 2013 | $1,377,000 | +1.5% | 24,991 | -4.1% | 0.25% | -23.6% |
| Q3 2013 | $1,357,000 | +9.0% | 26,051 | +8.4% | 0.32% | +20.1% |
| Q2 2013 | $1,245,000 | – | 24,036 | – | 0.27% | – |
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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% |