WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $25,000 | +8.7% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $23,000 | +4.5% | 282 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $22,000 | 0.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $22,000 | +10.0% | 282 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $20,000 | -33.3% | 282 | -42.1% | 0.00% | -50.0% |
| Q3 2020 | $30,000 | -44.4% | 487 | -30.4% | 0.00% | -50.0% |
| Q4 2019 | $54,000 | +3.8% | 700 | 0.0% | 0.01% | -11.1% |
| Q3 2019 | $52,000 | +2.0% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $51,000 | 0.0% | 700 | 0.0% | 0.01% | -10.0% |
| Q1 2019 | $51,000 | +10.9% | 700 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $46,000 | -9.8% | 700 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $51,000 | +4.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $49,000 | +2.1% | 700 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $48,000 | -5.9% | 700 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $51,000 | – | 700 | – | 0.01% | – |
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% |