WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. 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 | 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% |