WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $417,943 | -29.1% | 5,354 | -27.7% | 0.00% | -66.7% |
| Q2 2023 | $589,263 | -8.6% | 7,406 | -5.5% | 0.00% | +200.0% |
| Q1 2023 | $644,832 | -67.9% | 7,838 | -66.4% | 0.00% | -75.0% |
| Q4 2022 | $2,009,587 | +16.5% | 23,351 | +2.6% | 0.00% | -20.0% |
| Q3 2022 | $1,725,000 | +12.9% | 22,755 | +22.6% | 0.01% | +25.0% |
| Q2 2022 | $1,528,000 | +504.0% | 18,566 | +545.8% | 0.00% | +300.0% |
| Q1 2022 | $253,000 | -2.7% | 2,875 | -8.7% | 0.00% | 0.0% |
| Q4 2021 | $260,000 | +6.1% | 3,150 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $245,000 | +16.7% | 3,185 | +18.6% | 0.00% | 0.0% |
| Q2 2021 | $210,000 | +2.4% | 2,685 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $205,000 | 0.0% | 2,685 | -9.0% | 0.00% | 0.0% |
| Q4 2020 | $205,000 | -5.1% | 2,950 | -14.5% | 0.00% | 0.0% |
| Q3 2020 | $216,000 | +6.4% | 3,451 | +6.2% | 0.00% | 0.0% |
| Q2 2020 | $203,000 | -15.8% | 3,251 | +3.6% | 0.00% | 0.0% |
| Q4 2019 | $241,000 | +9.5% | 3,138 | +6.3% | 0.00% | 0.0% |
| Q3 2019 | $220,000 | +2.3% | 2,951 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $215,000 | -16.7% | 2,951 | -16.9% | 0.00% | 0.0% |
| Q1 2019 | $258,000 | -17.0% | 3,553 | -25.5% | 0.00% | -50.0% |
| Q4 2018 | $311,000 | -24.1% | 4,770 | -16.1% | 0.00% | 0.0% |
| Q3 2018 | $410,000 | -1.2% | 5,683 | -4.2% | 0.00% | 0.0% |
| Q2 2018 | $415,000 | +54.9% | 5,931 | +50.8% | 0.00% | 0.0% |
| Q1 2018 | $268,000 | +20.2% | 3,932 | +28.2% | 0.00% | +100.0% |
| Q4 2017 | $223,000 | -0.9% | 3,067 | -4.9% | 0.00% | -50.0% |
| Q3 2017 | $225,000 | -2.2% | 3,226 | -4.4% | 0.00% | 0.0% |
| Q2 2017 | $230,000 | – | 3,375 | – | 0.00% | – |
Download | ||||||
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 Wealth, 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% |