WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $601,921 | +2.2% | 7,711 | +4.2% | 0.04% | +4.8% |
| Q2 2023 | $588,738 | -3.3% | 7,399 | 0.0% | 0.04% | -2.3% |
| Q1 2023 | $608,716 | -4.4% | 7,399 | 0.0% | 0.04% | -12.2% |
| Q4 2022 | $636,758 | +13.5% | 7,399 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $561,000 | -7.9% | 7,399 | 0.0% | 0.05% | -4.1% |
| Q2 2022 | $609,000 | -11.6% | 7,399 | -32.9% | 0.05% | -7.5% |
| Q3 2020 | $689,000 | – | 11,023 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Clearwater Capital Advisors, LLC | 324,234 | $24,960,000 | 2.89% |
| Linscomb & Williams, Inc. | 421,386 | $32,438,000 | 1.67% |
| PBMares Wealth Management LLC | 37,727 | $2,904,000 | 1.38% |
| ShoreHaven Wealth Partners, LLC | 25,485 | $1,961,000 | 1.02% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,547,000 | 0.90% |
| Evanson Asset Management, LLC | 110,522 | $8,601,000 | 0.88% |
| Harvest Investment Services, LLC | 20,868 | $1,606,000 | 0.66% |
| CADENCE BANK NA | 20,683 | $1,592,000 | 0.47% |
| PSI Advisors, LLC | 9,610 | $740,000 | 0.34% |
| LVM CAPITAL MANAGEMENT LTD/MI | 27,292 | $2,101,000 | 0.32% |