WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,080,191 | -22.2% | 65,081 | -20.7% | 0.00% | -33.3% |
Q2 2023 | $6,529,065 | -51.4% | 82,054 | -49.7% | 0.00% | -50.0% |
Q1 2023 | $13,425,472 | -21.1% | 163,188 | -17.4% | 0.01% | -33.3% |
Q4 2022 | $17,007,456 | +248.2% | 197,623 | +206.7% | 0.01% | +200.0% |
Q3 2022 | $4,885,000 | -8.2% | 64,434 | -0.4% | 0.00% | 0.0% |
Q2 2022 | $5,323,000 | +35.3% | 64,688 | +44.9% | 0.00% | +50.0% |
Q1 2022 | $3,933,000 | +62.4% | 44,642 | +52.1% | 0.00% | +100.0% |
Q4 2021 | $2,422,000 | +25.4% | 29,346 | +17.0% | 0.00% | 0.0% |
Q3 2021 | $1,931,000 | +1.8% | 25,078 | +3.4% | 0.00% | 0.0% |
Q2 2021 | $1,896,000 | +90.0% | 24,242 | +85.4% | 0.00% | 0.0% |
Q1 2021 | $998,000 | +22.6% | 13,077 | +11.5% | 0.00% | 0.0% |
Q4 2020 | $814,000 | +20.1% | 11,729 | +8.1% | 0.00% | 0.0% |
Q3 2020 | $678,000 | +4.6% | 10,854 | +4.4% | 0.00% | 0.0% |
Q2 2020 | $648,000 | +12.9% | 10,400 | +2.5% | 0.00% | 0.0% |
Q1 2020 | $574,000 | -12.9% | 10,149 | +18.3% | 0.00% | 0.0% |
Q4 2019 | $659,000 | +16.2% | 8,579 | +12.7% | 0.00% | 0.0% |
Q3 2019 | $567,000 | +1.6% | 7,613 | -0.7% | 0.00% | 0.0% |
Q2 2019 | $558,000 | +28.3% | 7,663 | +27.6% | 0.00% | 0.0% |
Q1 2019 | $435,000 | +26.1% | 6,006 | +13.5% | 0.00% | 0.0% |
Q4 2018 | $345,000 | +39.7% | 5,292 | +54.9% | 0.00% | – |
Q3 2018 | $247,000 | -44.2% | 3,417 | -46.1% | 0.00% | -100.0% |
Q2 2018 | $443,000 | -1.8% | 6,335 | -5.2% | 0.00% | 0.0% |
Q1 2018 | $451,000 | -18.7% | 6,679 | -12.3% | 0.00% | 0.0% |
Q4 2017 | $555,000 | +0.9% | 7,620 | -3.1% | 0.00% | 0.0% |
Q3 2017 | $550,000 | +88.4% | 7,861 | +84.0% | 0.00% | 0.0% |
Q2 2017 | $292,000 | +7.0% | 4,273 | +7.2% | 0.00% | 0.0% |
Q1 2017 | $273,000 | -20.6% | 3,987 | -22.1% | 0.00% | 0.0% |
Q4 2016 | $344,000 | -10.6% | 5,115 | -11.8% | 0.00% | 0.0% |
Q3 2016 | $385,000 | -7.0% | 5,798 | -6.5% | 0.00% | -50.0% |
Q2 2016 | $414,000 | +2.5% | 6,200 | -2.8% | 0.00% | 0.0% |
Q1 2016 | $404,000 | +93.3% | 6,380 | +80.2% | 0.00% | +100.0% |
Q4 2015 | $209,000 | +16.8% | 3,540 | +10.1% | 0.00% | 0.0% |
Q3 2015 | $179,000 | -44.1% | 3,214 | -39.1% | 0.00% | -50.0% |
Q1 2015 | $320,000 | +140.6% | 5,279 | +106.0% | 0.00% | 0.0% |
Q2 2013 | $133,000 | – | 2,563 | – | 0.00% | – |
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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% |