WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 144 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $216,000 | -25.8% | 3,470 | -32.6% | 0.06% | -37.9% |
| Q1 2020 | $291,000 | -27.8% | 5,145 | -1.9% | 0.10% | -12.0% |
| Q4 2019 | $403,000 | +3.1% | 5,245 | 0.0% | 0.11% | -6.9% |
| Q3 2019 | $391,000 | -4.9% | 5,245 | -7.1% | 0.12% | -6.5% |
| Q2 2019 | $411,000 | +14.2% | 5,645 | +13.6% | 0.12% | +12.7% |
| Q1 2019 | $360,000 | -35.1% | 4,970 | -39.7% | 0.11% | -43.3% |
| Q4 2016 | $555,000 | -71.6% | 8,242 | -71.9% | 0.19% | -75.8% |
| Q3 2016 | $1,953,000 | +104.1% | 29,380 | +104.9% | 0.80% | +98.8% |
| Q2 2016 | $957,000 | – | 14,337 | – | 0.40% | – |
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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% |