WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16,524 | +83.6% | 192 | +86.4% | 0.00% | – |
| Q1 2022 | $9,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q4 2021 | $9,000 | +12.5% | 103 | 0.0% | 0.00% | – |
| Q3 2021 | $8,000 | 0.0% | 103 | 0.0% | 0.00% | – |
| Q2 2021 | $8,000 | -66.7% | 103 | -67.2% | 0.00% | -100.0% |
| Q1 2021 | $24,000 | +242.9% | 314 | +210.9% | 0.00% | – |
| Q4 2020 | $7,000 | -22.2% | 101 | -33.6% | 0.00% | -100.0% |
| Q2 2020 | $9,000 | -89.2% | 152 | -89.7% | 0.00% | -85.7% |
| Q1 2020 | $83,000 | -73.7% | 1,471 | -64.1% | 0.01% | -69.6% |
| Q4 2019 | $315,000 | +3.3% | 4,102 | 0.0% | 0.02% | -8.0% |
| Q3 2019 | $305,000 | +2.0% | 4,102 | 0.0% | 0.02% | -3.8% |
| Q2 2019 | $299,000 | +4.5% | 4,102 | +3.8% | 0.03% | +8.3% |
| Q1 2019 | $286,000 | +11.3% | 3,950 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $257,000 | -9.8% | 3,950 | 0.0% | 0.02% | -17.2% |
| Q3 2018 | $285,000 | -20.2% | 3,950 | -22.6% | 0.03% | -27.5% |
| Q2 2018 | $357,000 | – | 5,105 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |