WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 94 filers reported holding WISDOMTREE TR in Q4 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $702,000 | +2.0% | 10,045 | -0.2% | 0.19% | -3.0% |
| Q2 2017 | $688,000 | +12.8% | 10,065 | +10.1% | 0.20% | -8.7% |
| Q1 2017 | $610,000 | -7.6% | 9,143 | -6.8% | 0.22% | 0.0% |
| Q4 2016 | $660,000 | +10.6% | 9,805 | +9.3% | 0.22% | +7.9% |
| Q3 2016 | $597,000 | -2.1% | 8,973 | -1.9% | 0.20% | -7.3% |
| Q2 2016 | $610,000 | +26.8% | 9,143 | +20.3% | 0.22% | +19.8% |
| Q1 2016 | $481,000 | +4.6% | 7,603 | -2.4% | 0.18% | +19.0% |
| Q4 2015 | $460,000 | +5.0% | 7,793 | -1.0% | 0.15% | +4.8% |
| Q3 2015 | $438,000 | -9.3% | 7,873 | -3.2% | 0.15% | +0.7% |
| Q2 2015 | $483,000 | -2.0% | 8,130 | 0.0% | 0.14% | -0.7% |
| Q1 2015 | $493,000 | +3.6% | 8,130 | +5.2% | 0.15% | +2.1% |
| Q4 2014 | $476,000 | +9.2% | 7,725 | +5.0% | 0.14% | +6.7% |
| Q3 2014 | $436,000 | +9.8% | 7,360 | +10.0% | 0.13% | +7.2% |
| Q2 2014 | $397,000 | +17.1% | 6,690 | +11.7% | 0.12% | +11.6% |
| Q1 2014 | $339,000 | +34.0% | 5,990 | +30.4% | 0.11% | +30.2% |
| Q4 2013 | $253,000 | +16.6% | 4,595 | +10.1% | 0.09% | +4.9% |
| Q3 2013 | $217,000 | – | 4,175 | – | 0.08% | – |
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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% |