WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| 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% |