WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $553,137 | -22.3% | 6,723 | -18.7% | 0.02% | -28.0% |
| Q4 2022 | $711,984 | +62.6% | 8,273 | +43.3% | 0.02% | +47.1% |
| Q3 2022 | $438,000 | +54.2% | 5,772 | +48.2% | 0.02% | -22.7% |
| Q4 2017 | $284,000 | -0.7% | 3,895 | -4.8% | 0.02% | -8.3% |
| Q3 2017 | $286,000 | -9.5% | 4,093 | -11.4% | 0.02% | -20.0% |
| Q2 2017 | $316,000 | -5.7% | 4,619 | -5.5% | 0.03% | -6.2% |
| Q1 2017 | $335,000 | -2.3% | 4,886 | -4.0% | 0.03% | -13.5% |
| Q4 2016 | $343,000 | -9.0% | 5,091 | -10.3% | 0.04% | -17.8% |
| Q3 2016 | $377,000 | +4.4% | 5,675 | +4.8% | 0.04% | -4.3% |
| Q2 2016 | $361,000 | -16.8% | 5,413 | -21.1% | 0.05% | -20.3% |
| Q1 2016 | $434,000 | +11.9% | 6,863 | +4.6% | 0.06% | +9.3% |
| Q4 2015 | $388,000 | +6.3% | 6,563 | 0.0% | 0.05% | -6.9% |
| Q3 2015 | $365,000 | -11.6% | 6,563 | -5.4% | 0.06% | +1.8% |
| Q2 2015 | $413,000 | -19.3% | 6,941 | -17.8% | 0.06% | -16.2% |
| Q1 2015 | $512,000 | -1.5% | 8,444 | -0.0% | 0.07% | -1.4% |
| Q4 2014 | $520,000 | – | 8,445 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |