WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $63,745 | -1.6% | 817 | +0.4% | 0.00% | 0.0% |
Q2 2023 | $64,776 | -3.0% | 814 | +0.2% | 0.00% | 0.0% |
Q1 2023 | $66,763 | +80337.3% | 812 | -15.3% | 0.00% | 0.0% |
Q4 2022 | $83 | -99.9% | 959 | +0.2% | 0.00% | 0.0% |
Q3 2022 | $73,000 | -7.6% | 957 | +0.3% | 0.00% | 0.0% |
Q2 2022 | $79,000 | -6.0% | 954 | +0.2% | 0.00% | 0.0% |
Q1 2022 | $84,000 | +7.7% | 952 | +0.1% | 0.00% | 0.0% |
Q4 2021 | $78,000 | +13.0% | 951 | +5.9% | 0.00% | 0.0% |
Q3 2021 | $69,000 | -1.4% | 898 | +0.2% | 0.00% | 0.0% |
Q2 2021 | $70,000 | +2.9% | 896 | +0.1% | 0.00% | 0.0% |
Q1 2021 | $68,000 | +9.7% | 895 | +0.2% | 0.00% | 0.0% |
Q4 2020 | $62,000 | 0.0% | 893 | -9.7% | 0.00% | 0.0% |
Q3 2020 | $62,000 | +1.6% | 989 | +0.2% | 0.00% | -33.3% |
Q2 2020 | $61,000 | -3.2% | 987 | -10.7% | 0.00% | 0.0% |
Q1 2020 | $63,000 | -25.9% | 1,105 | +0.1% | 0.00% | 0.0% |
Q4 2019 | $85,000 | +70.0% | 1,104 | +59.3% | 0.00% | +50.0% |
Q3 2018 | $50,000 | – | 693 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |