WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 94 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,568 | -12.8% | 32,899 | -11.1% | 0.01% | -7.7% |
| Q2 2023 | $2,944 | -10.5% | 37,005 | -7.4% | 0.01% | -18.8% |
| Q1 2023 | $3,289 | -35.8% | 39,975 | -32.9% | 0.02% | -40.7% |
| Q4 2022 | $5,125 | -99.8% | 59,551 | +91.8% | 0.03% | +107.7% |
| Q3 2022 | $2,353,000 | +2.4% | 31,042 | +11.2% | 0.01% | +8.3% |
| Q2 2022 | $2,297,000 | +35.0% | 27,910 | +44.5% | 0.01% | +50.0% |
| Q1 2022 | $1,702,000 | +10.1% | 19,321 | +3.2% | 0.01% | +14.3% |
| Q4 2021 | $1,546,000 | +5.9% | 18,728 | -1.3% | 0.01% | 0.0% |
| Q3 2021 | $1,460,000 | -5.7% | 18,967 | -4.2% | 0.01% | 0.0% |
| Q2 2021 | $1,549,000 | +22.4% | 19,805 | +19.3% | 0.01% | 0.0% |
| Q1 2021 | $1,266,000 | +11.4% | 16,595 | +1.3% | 0.01% | 0.0% |
| Q4 2020 | $1,136,000 | +9.8% | 16,384 | -1.1% | 0.01% | 0.0% |
| Q3 2020 | $1,035,000 | -8.7% | 16,566 | -9.0% | 0.01% | -22.2% |
| Q2 2020 | $1,134,000 | +3.1% | 18,213 | -6.3% | 0.01% | -18.2% |
| Q1 2020 | $1,100,000 | -48.5% | 19,429 | -30.1% | 0.01% | -31.2% |
| Q4 2019 | $2,135,000 | +42.9% | 27,791 | +38.6% | 0.02% | +23.1% |
| Q3 2019 | $1,494,000 | +8.6% | 20,055 | +6.0% | 0.01% | 0.0% |
| Q2 2019 | $1,376,000 | +0.2% | 18,915 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $1,373,000 | +11.7% | 18,947 | +0.4% | 0.01% | -7.1% |
| Q4 2018 | $1,229,000 | -25.5% | 18,869 | -17.4% | 0.01% | -12.5% |
| Q3 2018 | $1,649,000 | +4.7% | 22,850 | +1.5% | 0.02% | -5.9% |
| Q2 2018 | $1,575,000 | -0.4% | 22,523 | -3.0% | 0.02% | -5.6% |
| Q1 2018 | $1,581,000 | +1.1% | 23,215 | +8.1% | 0.02% | 0.0% |
| Q4 2017 | $1,564,000 | +15.5% | 21,474 | +10.9% | 0.02% | 0.0% |
| Q3 2017 | $1,354,000 | +12.3% | 19,371 | +9.8% | 0.02% | 0.0% |
| Q2 2017 | $1,206,000 | -9.9% | 17,647 | -9.8% | 0.02% | -21.7% |
| Q1 2017 | $1,339,000 | -2.3% | 19,560 | -4.0% | 0.02% | -11.5% |
| Q4 2016 | $1,371,000 | -14.1% | 20,374 | -15.1% | 0.03% | -13.3% |
| Q3 2016 | $1,596,000 | +1.5% | 24,001 | +1.8% | 0.03% | -9.1% |
| Q2 2016 | $1,572,000 | +12.9% | 23,566 | +7.1% | 0.03% | +6.5% |
| Q1 2016 | $1,392,000 | +1.6% | 22,002 | -5.1% | 0.03% | -3.1% |
| Q4 2015 | $1,370,000 | +8.5% | 23,180 | +2.0% | 0.03% | -11.1% |
| Q3 2015 | $1,263,000 | -9.7% | 22,719 | -3.5% | 0.04% | -7.7% |
| Q2 2015 | $1,399,000 | -20.0% | 23,532 | -18.3% | 0.04% | -22.0% |
| Q1 2015 | $1,748,000 | -2.6% | 28,816 | -1.1% | 0.05% | -10.7% |
| Q4 2014 | $1,794,000 | -2.2% | 29,128 | -5.9% | 0.06% | +3.7% |
| Q3 2014 | $1,835,000 | +1.8% | 30,949 | +2.0% | 0.05% | -14.3% |
| Q2 2014 | $1,803,000 | +26.2% | 30,356 | +20.2% | 0.06% | +16.7% |
| Q1 2014 | $1,429,000 | +45.7% | 25,263 | +42.0% | 0.05% | +35.0% |
| Q4 2013 | $981,000 | +6.4% | 17,791 | +0.2% | 0.04% | 0.0% |
| Q3 2013 | $922,000 | -15.8% | 17,753 | -16.2% | 0.04% | -28.6% |
| Q2 2013 | $1,095,000 | – | 21,183 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| HARVEST CAPITAL MANAGEMENT INC | 227,550 | $12,873,000 | 6.08% |
| Linscomb Wealth, Inc. | 914,616 | $51,740,000 | 5.71% |
| Evanson Asset Management, LLC | 147,984 | $8,372,000 | 3.68% |
| Keystone Financial Planning, Inc. | 71,480 | $4,044,000 | 3.13% |
| Trutina Financial LLC | 52,481 | $2,969,000 | 2.20% |
| Camarda Financial Advisors, LLC | 48,749 | $2,758,000 | 2.12% |
| COBIZ WEALTH, LLC | 150,249 | $8,500,000 | 2.03% |
| TOWER TRUST Co | 29,447 | $1,666,000 | 1.05% |
| LVM CAPITAL MANAGEMENT LTD/MI | 53,030 | $3,000,000 | 1.05% |
| Cetera Advisor Networks LLC | 152,622 | $8,629,000 | 0.62% |