WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 76 filers reported holding WISDOMTREE TR in Q4 2013. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $538,725 | -0.5% | 6,901 | +1.4% | 0.00% | – |
| Q2 2023 | $541,390 | +136.0% | 6,804 | +144.0% | 0.00% | – |
| Q1 2023 | $229,370 | -72.3% | 2,788 | -71.0% | 0.00% | – |
| Q4 2022 | $828,151 | +125.0% | 9,623 | +98.0% | 0.00% | – |
| Q3 2022 | $368,000 | -7.5% | 4,859 | +7.6% | 0.00% | – |
| Q1 2022 | $398,000 | -54.3% | 4,516 | -57.2% | 0.00% | – |
| Q4 2021 | $870,000 | -26.0% | 10,547 | -29.8% | 0.00% | – |
| Q2 2021 | $1,176,000 | +81.8% | 15,031 | +77.3% | 0.00% | – |
| Q1 2021 | $647,000 | -43.4% | 8,477 | -48.6% | 0.00% | – |
| Q4 2020 | $1,143,000 | +38.0% | 16,480 | +24.3% | 0.00% | – |
| Q3 2020 | $828,000 | +5.3% | 13,253 | +5.0% | 0.00% | – |
| Q2 2020 | $786,000 | +35.1% | 12,617 | +22.7% | 0.00% | – |
| Q1 2020 | $582,000 | -71.9% | 10,281 | -61.8% | 0.00% | -100.0% |
| Q4 2019 | $2,068,000 | +72.5% | 26,929 | +67.2% | 0.00% | – |
| Q3 2019 | $1,199,000 | +13.2% | 16,103 | +10.7% | 0.00% | – |
| Q2 2019 | $1,059,000 | -21.1% | 14,550 | -21.5% | 0.00% | – |
| Q1 2019 | $1,343,000 | -20.1% | 18,525 | -28.2% | 0.00% | -100.0% |
| Q4 2018 | $1,680,000 | +102.9% | 25,806 | +124.9% | 0.00% | – |
| Q3 2018 | $828,000 | +36.0% | 11,476 | +31.7% | 0.00% | – |
| Q2 2018 | $609,000 | -9.9% | 8,713 | -12.2% | 0.00% | – |
| Q1 2018 | $676,000 | -11.2% | 9,923 | -5.1% | 0.00% | – |
| Q4 2017 | $761,000 | +267.6% | 10,452 | +252.2% | 0.00% | – |
| Q3 2017 | $207,000 | -5.9% | 2,968 | -8.0% | 0.00% | – |
| Q2 2017 | $220,000 | -7.2% | 3,227 | -6.9% | 0.00% | – |
| Q1 2017 | $237,000 | +4.9% | 3,466 | +3.2% | 0.00% | – |
| Q4 2016 | $226,000 | -21.5% | 3,357 | -22.5% | 0.00% | – |
| Q3 2016 | $288,000 | -4.0% | 4,330 | -8.5% | 0.00% | – |
| Q1 2016 | $300,000 | +17.6% | 4,731 | +10.3% | 0.00% | – |
| Q2 2015 | $255,000 | -0.4% | 4,291 | -7.8% | 0.00% | – |
| Q4 2013 | $256,000 | -36.8% | 4,654 | -40.6% | 0.00% | – |
| Q2 2013 | $405,000 | – | 7,830 | – | 0.00% | – |
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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% |