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 | $2,736,784 | +162.3% | 35,060 | +167.3% | 0.00% | – |
| Q2 2023 | $1,043,481 | -44.8% | 13,114 | -42.9% | 0.00% | – |
| Q1 2023 | $1,890,894 | +20.7% | 22,984 | +11.2% | 0.00% | – |
| Q3 2022 | $1,567,000 | +55.5% | 20,667 | +68.7% | 0.00% | – |
| Q2 2022 | $1,008,000 | +308.1% | 12,251 | +337.1% | 0.00% | – |
| Q1 2022 | $247,000 | -58.9% | 2,803 | -61.5% | 0.00% | – |
| Q4 2021 | $601,000 | -65.8% | 7,284 | -68.3% | 0.00% | – |
| Q1 2021 | $1,755,000 | -58.3% | 22,995 | -62.1% | 0.00% | -100.0% |
| Q4 2020 | $4,207,000 | +177.9% | 60,656 | +150.3% | 0.00% | – |
| Q3 2020 | $1,514,000 | +46.7% | 24,230 | +46.3% | 0.00% | – |
| Q2 2020 | $1,032,000 | -31.7% | 16,562 | -37.9% | 0.00% | -100.0% |
| Q1 2020 | $1,510,000 | +90.7% | 26,675 | +158.8% | 0.00% | – |
| Q4 2019 | $792,000 | -44.0% | 10,309 | -45.8% | 0.00% | -100.0% |
| Q3 2019 | $1,415,000 | -62.0% | 19,006 | -62.8% | 0.00% | -50.0% |
| Q2 2019 | $3,720,000 | +152.7% | 51,116 | +150.6% | 0.00% | +100.0% |
| Q3 2018 | $1,472,000 | +261.7% | 20,398 | +250.5% | 0.00% | – |
| Q2 2018 | $407,000 | -70.7% | 5,820 | -71.5% | 0.00% | -100.0% |
| Q1 2018 | $1,390,000 | +239.0% | 20,412 | +263.1% | 0.00% | – |
| Q4 2017 | $410,000 | -47.6% | 5,622 | -49.8% | 0.00% | -100.0% |
| Q3 2017 | $783,000 | -51.5% | 11,195 | -52.7% | 0.00% | 0.0% |
| Q2 2017 | $1,616,000 | -43.3% | 23,645 | -43.2% | 0.00% | -66.7% |
| Q1 2017 | $2,850,000 | +810.5% | 41,620 | +795.8% | 0.00% | – |
| Q4 2016 | $313,000 | -97.5% | 4,646 | -97.5% | 0.00% | -100.0% |
| Q3 2016 | $12,342,000 | +527.1% | 185,644 | +456.7% | 0.01% | +500.0% |
| Q4 2015 | $1,968,000 | -19.0% | 33,345 | -18.6% | 0.00% | 0.0% |
| Q2 2015 | $2,431,000 | -56.5% | 40,954 | -55.5% | 0.00% | -60.0% |
| Q1 2015 | $5,587,000 | +253.8% | 92,089 | +259.0% | 0.01% | +150.0% |
| Q4 2014 | $1,579,000 | – | 25,655 | – | 0.00% | – |
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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 & 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% |