WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $81,000 | -10.0% | 1,050 | -8.7% | 0.01% | -16.7% |
| Q2 2021 | $90,000 | -5.3% | 1,150 | -8.0% | 0.01% | +71.4% |
| Q1 2021 | $95,000 | +61.0% | 1,250 | +47.1% | 0.01% | +40.0% |
| Q4 2020 | $59,000 | +11.3% | 850 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $53,000 | 0.0% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $53,000 | +10.4% | 850 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $48,000 | -26.2% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $65,000 | +3.2% | 850 | 0.0% | 0.01% | -14.3% |
| Q3 2019 | $63,000 | +1.6% | 850 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $62,000 | 0.0% | 850 | 0.0% | 0.01% | -12.5% |
| Q1 2019 | $62,000 | +12.7% | 850 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $55,000 | – | 850 | – | 0.01% | – |
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 & 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% |