WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 175 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,421 | -25.8% | 31,494 | -24.4% | 0.00% | 0.0% |
| Q2 2023 | $3,314,409 | +21.6% | 41,654 | +25.7% | 0.00% | 0.0% |
| Q1 2023 | $2,725,441 | +16.3% | 33,128 | +21.6% | 0.00% | 0.0% |
| Q4 2022 | $2,343,844 | +311.2% | 27,235 | +262.2% | 0.00% | – |
| Q3 2022 | $570,000 | -26.9% | 7,520 | -15.1% | 0.00% | – |
| Q1 2022 | $780,000 | -67.7% | 8,854 | -69.7% | 0.00% | – |
| Q4 2021 | $2,412,000 | +241.6% | 29,224 | +218.6% | 0.00% | – |
| Q3 2021 | $706,000 | +19.3% | 9,174 | +21.2% | 0.00% | – |
| Q2 2021 | $592,000 | -78.7% | 7,571 | -79.3% | 0.00% | – |
| Q1 2021 | $2,785,000 | +623.4% | 36,503 | +493.3% | 0.00% | – |
| Q3 2020 | $385,000 | -70.9% | 6,153 | -71.0% | 0.00% | – |
| Q2 2020 | $1,321,000 | -5.0% | 21,201 | -13.7% | 0.00% | – |
| Q1 2020 | $1,391,000 | -1.5% | 24,570 | +33.6% | 0.00% | – |
| Q4 2019 | $1,412,000 | +139.3% | 18,387 | +132.1% | 0.00% | – |
| Q3 2019 | $590,000 | -74.5% | 7,923 | -75.1% | 0.00% | – |
| Q2 2019 | $2,314,000 | +332.5% | 31,775 | +330.3% | 0.00% | – |
| Q1 2019 | $535,000 | -83.1% | 7,385 | -83.1% | 0.00% | -100.0% |
| Q3 2018 | $3,158,000 | +75.5% | 43,763 | +70.1% | 0.00% | 0.0% |
| Q2 2018 | $1,799,000 | -25.7% | 25,731 | -27.6% | 0.00% | 0.0% |
| Q1 2018 | $2,422,000 | -34.1% | 35,559 | -29.5% | 0.00% | 0.0% |
| Q4 2017 | $3,675,000 | +146.3% | 50,457 | +136.5% | 0.00% | 0.0% |
| Q3 2017 | $1,492,000 | -19.4% | 21,334 | -21.3% | 0.00% | 0.0% |
| Q2 2017 | $1,852,000 | -55.7% | 27,098 | -55.6% | 0.00% | -50.0% |
| Q1 2017 | $4,184,000 | +43.2% | 61,100 | +40.8% | 0.00% | +100.0% |
| Q4 2016 | $2,921,000 | +1006.4% | 43,410 | +991.5% | 0.00% | – |
| Q3 2016 | $264,000 | +12.8% | 3,977 | +7.4% | 0.00% | – |
| Q1 2016 | $234,000 | -89.4% | 3,703 | -90.1% | 0.00% | -100.0% |
| Q4 2015 | $2,217,000 | -52.8% | 37,550 | -55.6% | 0.00% | -50.0% |
| Q3 2015 | $4,694,000 | +238.7% | 84,542 | +262.3% | 0.00% | +100.0% |
| Q2 2015 | $1,386,000 | -48.9% | 23,338 | -47.8% | 0.00% | 0.0% |
| Q1 2015 | $2,714,000 | +478.7% | 44,732 | +486.8% | 0.00% | – |
| Q4 2014 | $469,000 | -81.5% | 7,623 | -82.2% | 0.00% | -100.0% |
| Q3 2014 | $2,539,000 | -36.0% | 42,805 | -36.0% | 0.00% | -50.0% |
| Q2 2014 | $3,969,000 | -24.5% | 66,865 | -28.1% | 0.00% | 0.0% |
| Q1 2014 | $5,260,000 | +67.5% | 92,975 | +63.2% | 0.00% | +100.0% |
| Q4 2013 | $3,140,000 | +215.3% | 56,966 | +197.2% | 0.00% | 0.0% |
| Q3 2013 | $996,000 | – | 19,166 | – | 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% |