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 2023 | $440,618 | -1.3% | 5,644 | +0.6% | 0.30% | -2.0% |
| Q2 2023 | $446,577 | -4.7% | 5,612 | -1.5% | 0.30% | +1.0% |
| Q1 2023 | $468,683 | -3.4% | 5,696 | +1.0% | 0.30% | +3.1% |
| Q4 2022 | $485,347 | +14.7% | 5,640 | +1.2% | 0.29% | +18.3% |
| Q3 2022 | $423,000 | -3.9% | 5,574 | +4.3% | 0.25% | +11.3% |
| Q2 2022 | $440,000 | -5.0% | 5,344 | -2.2% | 0.22% | +1.8% |
| Q1 2022 | $463,000 | +2.0% | 5,465 | -0.7% | 0.22% | +25.4% |
| Q4 2021 | $454,000 | +7.3% | 5,506 | +0.3% | 0.17% | -6.5% |
| Q3 2021 | $423,000 | -3.4% | 5,489 | -1.9% | 0.18% | +3.9% |
| Q2 2021 | $438,000 | -8.2% | 5,597 | -10.4% | 0.18% | -11.0% |
| Q1 2021 | $477,000 | +21.4% | 6,248 | +10.2% | 0.20% | +11.7% |
| Q4 2020 | $393,000 | +12.3% | 5,668 | +1.2% | 0.18% | +2.9% |
| Q3 2020 | $350,000 | +3.2% | 5,599 | +3.0% | 0.17% | +4.2% |
| Q2 2020 | $339,000 | +13.4% | 5,438 | +3.0% | 0.17% | -36.7% |
| Q1 2020 | $299,000 | -23.7% | 5,279 | +3.5% | 0.26% | +49.2% |
| Q4 2019 | $392,000 | +4.3% | 5,099 | +1.1% | 0.18% | +2.3% |
| Q3 2019 | $376,000 | +15.7% | 5,046 | +13.1% | 0.17% | +16.1% |
| Q2 2019 | $325,000 | -0.3% | 4,462 | -1.0% | 0.15% | -5.1% |
| Q1 2019 | $326,000 | +7.9% | 4,505 | -3.0% | 0.16% | +0.6% |
| Q4 2018 | $302,000 | -13.5% | 4,645 | -4.0% | 0.16% | -6.0% |
| Q3 2018 | $349,000 | -1.1% | 4,841 | -4.1% | 0.17% | -0.6% |
| Q2 2018 | $353,000 | -23.6% | 5,050 | -25.6% | 0.17% | -24.4% |
| Q1 2018 | $462,000 | -46.4% | 6,784 | -42.7% | 0.22% | -41.7% |
| Q4 2017 | $862,000 | +1.1% | 11,838 | -3.0% | 0.38% | -2.6% |
| Q3 2017 | $853,000 | +2.3% | 12,198 | -0.1% | 0.39% | -1.0% |
| Q2 2017 | $834,000 | -3.6% | 12,206 | -3.3% | 0.39% | -6.7% |
| Q1 2017 | $865,000 | -3.5% | 12,627 | -5.2% | 0.42% | -6.7% |
| Q4 2016 | $896,000 | -12.3% | 13,318 | -13.4% | 0.45% | -11.9% |
| Q3 2016 | $1,022,000 | -2.2% | 15,372 | -1.8% | 0.51% | -7.1% |
| Q2 2016 | $1,045,000 | +1.0% | 15,656 | -4.3% | 0.55% | -13.2% |
| Q1 2016 | $1,035,000 | +348.1% | 16,361 | +318.1% | 0.64% | +373.9% |
| Q4 2015 | $231,000 | +5.5% | 3,913 | -0.6% | 0.13% | +8.1% |
| Q3 2015 | $219,000 | -8.4% | 3,938 | -1.9% | 0.12% | -3.9% |
| Q2 2015 | $239,000 | -7.0% | 4,015 | -5.3% | 0.13% | -6.5% |
| Q1 2015 | $257,000 | -3.0% | 4,240 | -1.5% | 0.14% | -4.8% |
| Q4 2014 | $265,000 | -6.7% | 4,306 | -10.0% | 0.14% | -10.5% |
| Q3 2014 | $284,000 | -8.1% | 4,782 | -8.0% | 0.16% | -7.4% |
| Q2 2014 | $309,000 | +1.3% | 5,197 | -3.6% | 0.18% | -1.1% |
| Q1 2014 | $305,000 | -61.8% | 5,392 | -62.8% | 0.18% | -62.3% |
| Q4 2013 | $799,000 | -1.4% | 14,498 | -7.0% | 0.47% | -5.1% |
| Q3 2013 | $810,000 | -47.4% | 15,588 | -47.6% | 0.50% | -56.3% |
| Q2 2013 | $1,539,000 | – | 29,761 | – | 1.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |