WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 143 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $900,009 | -16.5% | 11,530 | -14.9% | 0.08% | -10.9% |
| Q2 2023 | $1,078,308 | -18.1% | 13,552 | -15.3% | 0.09% | -23.3% |
| Q1 2023 | $1,316,336 | -1.5% | 16,000 | +3.0% | 0.12% | -9.1% |
| Q4 2022 | $1,336,756 | +17.4% | 15,533 | +3.3% | 0.13% | +15.8% |
| Q3 2022 | $1,139,000 | -17.6% | 15,031 | -10.5% | 0.11% | -16.2% |
| Q2 2022 | $1,382,000 | +278.6% | 16,795 | +305.3% | 0.14% | +491.3% |
| Q1 2022 | $365,000 | +36400.0% | 4,144 | +20620.0% | 0.02% | – |
| Q2 2020 | $1,000 | -99.0% | 20 | -98.8% | 0.00% | -100.0% |
| Q1 2020 | $97,000 | -52.2% | 1,718 | -35.1% | 0.01% | -47.1% |
| Q4 2019 | $203,000 | -20.4% | 2,646 | -22.7% | 0.02% | -26.1% |
| Q3 2019 | $255,000 | -24.8% | 3,421 | -26.5% | 0.02% | -39.5% |
| Q2 2019 | $339,000 | -26.8% | 4,652 | -27.2% | 0.04% | -33.3% |
| Q1 2019 | $463,000 | -18.5% | 6,393 | -26.7% | 0.06% | -26.9% |
| Q4 2018 | $568,000 | -23.2% | 8,720 | -15.0% | 0.08% | -16.1% |
| Q3 2018 | $740,000 | -2.5% | 10,261 | -5.5% | 0.09% | -9.7% |
| Q2 2018 | $759,000 | +5.4% | 10,856 | +2.6% | 0.10% | +4.0% |
| Q1 2018 | $720,000 | -14.3% | 10,576 | -8.3% | 0.10% | -22.7% |
| Q4 2017 | $840,000 | – | 11,533 | – | 0.13% | – |
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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% |