WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $43,245 | -1.9% | 554 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $44,082 | -11.6% | 554 | -8.6% | 0.00% | 0.0% |
| Q1 2023 | $49,856 | -4.4% | 606 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $52,152 | +13.4% | 606 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $46,000 | -8.0% | 606 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -5.7% | 606 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $53,000 | +6.0% | 606 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $50,000 | +6.4% | 606 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $47,000 | 0.0% | 606 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $47,000 | +2.2% | 606 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $46,000 | +9.5% | 606 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $42,000 | – | 606 | – | 0.00% | – |
Download | ||||||
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% |