WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 94 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $330,000 | +1.5% | 4,447 | -0.6% | 0.00% | 0.0% |
| Q2 2019 | $325,000 | +0.3% | 4,472 | -0.1% | 0.00% | 0.0% |
| Q1 2019 | $324,000 | +11.3% | 4,475 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $291,000 | -15.4% | 4,475 | -6.2% | 0.00% | 0.0% |
| Q3 2018 | $344,000 | +6.8% | 4,772 | +0.8% | 0.00% | -25.0% |
| Q1 2018 | $322,000 | -6.4% | 4,736 | +0.0% | 0.00% | 0.0% |
| Q4 2017 | $344,000 | +4.2% | 4,735 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $330,000 | +65.0% | 4,735 | +61.6% | 0.00% | +33.3% |
| Q1 2017 | $200,000 | -14.5% | 2,930 | -16.9% | 0.00% | 0.0% |
| Q4 2016 | $234,000 | 0.0% | 3,526 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $234,000 | -4.5% | 3,526 | -4.3% | 0.00% | -25.0% |
| Q2 2016 | $245,000 | +12.4% | 3,686 | +7.0% | 0.00% | 0.0% |
| Q1 2016 | $218,000 | -0.5% | 3,446 | -7.3% | 0.00% | -20.0% |
| Q4 2015 | $219,000 | +3.3% | 3,717 | -2.6% | 0.01% | 0.0% |
| Q3 2015 | $212,000 | -33.5% | 3,816 | -29.0% | 0.01% | -28.6% |
| Q2 2015 | $319,000 | -90.2% | 5,376 | +0.0% | 0.01% | 0.0% |
| Q1 2015 | $3,260,000 | -40.7% | 5,374 | -39.8% | 0.01% | -41.7% |
| Q4 2014 | $5,493,000 | -0.7% | 8,920 | -4.4% | 0.01% | -7.7% |
| Q3 2014 | $5,530,000 | -15.6% | 9,326 | -15.4% | 0.01% | -18.8% |
| Q2 2014 | $6,551,000 | +4.2% | 11,029 | -0.8% | 0.02% | 0.0% |
| Q1 2014 | $6,286,000 | +23.9% | 11,113 | +20.8% | 0.02% | +14.3% |
| Q4 2013 | $5,072,000 | +6.1% | 9,203 | +0.0% | 0.01% | -6.7% |
| Q3 2013 | $4,780,000 | +0.5% | 9,202 | +0.0% | 0.02% | -6.2% |
| Q2 2013 | $4,756,000 | – | 9,201 | – | 0.02% | – |
Download | ||||||
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% |