WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 101 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $59,265,713 | +7.9% | 759,233 | +10.0% | 0.04% | +5.1% |
Q2 2023 | $54,943,416 | -16.5% | 690,504 | -13.6% | 0.04% | -23.5% |
Q1 2023 | $65,778,953 | -46.4% | 799,550 | -43.9% | 0.05% | -51.4% |
Q4 2022 | $122,626,011 | +30.5% | 1,424,890 | +14.9% | 0.10% | +15.4% |
Q3 2022 | $93,976,000 | +72.0% | 1,239,626 | +86.8% | 0.09% | +75.0% |
Q2 2022 | $54,622,000 | +85.4% | 663,775 | +98.5% | 0.05% | +108.0% |
Q1 2022 | $29,456,000 | +102.9% | 334,381 | +90.1% | 0.02% | +108.3% |
Q4 2021 | $14,515,000 | +7.0% | 175,854 | -0.2% | 0.01% | -7.7% |
Q3 2021 | $13,568,000 | -14.5% | 176,250 | -13.1% | 0.01% | -18.8% |
Q2 2021 | $15,861,000 | +3.1% | 202,775 | +0.5% | 0.02% | -11.1% |
Q1 2021 | $15,389,000 | +25.6% | 201,685 | +14.1% | 0.02% | +12.5% |
Q4 2020 | $12,255,000 | +73.0% | 176,686 | +55.9% | 0.02% | +45.5% |
Q3 2020 | $7,084,000 | +4.9% | 113,356 | +4.5% | 0.01% | -8.3% |
Q2 2020 | $6,754,000 | +3.2% | 108,435 | -6.3% | 0.01% | -14.3% |
Q1 2020 | $6,547,000 | -14.2% | 115,667 | +16.5% | 0.01% | 0.0% |
Q4 2019 | $7,627,000 | +6.4% | 99,292 | +3.2% | 0.01% | -6.7% |
Q3 2019 | $7,165,000 | +5.0% | 96,205 | +2.6% | 0.02% | 0.0% |
Q2 2019 | $6,826,000 | +2.2% | 93,806 | +1.7% | 0.02% | 0.0% |
Q1 2019 | $6,681,000 | +18.4% | 92,196 | +6.4% | 0.02% | 0.0% |
Q4 2018 | $5,644,000 | -7.4% | 86,670 | +2.6% | 0.02% | 0.0% |
Q3 2018 | $6,094,000 | +0.5% | 84,448 | -2.6% | 0.02% | -6.2% |
Q2 2018 | $6,065,000 | -15.3% | 86,723 | -17.5% | 0.02% | -20.0% |
Q1 2018 | $7,158,000 | -16.3% | 105,077 | -10.5% | 0.02% | -23.1% |
Q4 2017 | $8,556,000 | -21.2% | 117,469 | -24.4% | 0.03% | -31.6% |
Q3 2017 | $10,861,000 | -10.0% | 155,360 | -12.0% | 0.04% | -17.4% |
Q2 2017 | $12,073,000 | -13.9% | 176,632 | -13.9% | 0.05% | -52.1% |
Q1 2017 | $14,025,000 | -12.9% | 205,041 | -13.8% | 0.10% | -22.0% |
Q4 2016 | $16,111,000 | +28.2% | 237,799 | +23.7% | 0.12% | +3.4% |
Q3 2016 | $12,570,000 | +14.9% | 192,203 | +17.7% | 0.12% | +29.3% |
Q2 2016 | $10,937,000 | -35.3% | 163,317 | -39.4% | 0.09% | +95.7% |
Q1 2016 | $16,896,000 | +19.8% | 269,641 | +13.0% | 0.05% | +20.5% |
Q4 2015 | $14,099,000 | +41.2% | 238,600 | +37.6% | 0.04% | -29.1% |
Q3 2015 | $9,984,000 | +20.0% | 173,364 | +24.2% | 0.06% | +31.0% |
Q2 2015 | $8,322,000 | -1.2% | 139,635 | +0.6% | 0.04% | -2.3% |
Q1 2015 | $8,421,000 | +23.8% | 138,853 | +25.7% | 0.04% | +16.2% |
Q4 2014 | $6,804,000 | -9.9% | 110,484 | -14.0% | 0.04% | -17.8% |
Q3 2014 | $7,551,000 | -1.5% | 128,461 | -0.4% | 0.04% | 0.0% |
Q2 2014 | $7,664,000 | +5.9% | 129,032 | +0.8% | 0.04% | +2.3% |
Q1 2014 | $7,238,000 | -6.8% | 127,954 | -9.2% | 0.04% | -10.2% |
Q4 2013 | $7,768,000 | +40.3% | 140,932 | +34.7% | 0.05% | +32.4% |
Q3 2013 | $5,535,000 | -8.2% | 104,645 | -10.3% | 0.04% | -14.0% |
Q2 2013 | $6,029,000 | – | 116,607 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |