WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,770,000 | +4.8% | 22,651 | +6.7% | 0.00% | 0.0% |
| Q2 2023 | $1,689,000 | -6.3% | 21,225 | -3.4% | 0.00% | -25.0% |
| Q1 2023 | $1,803,000 | -5.8% | 21,973 | -1.0% | 0.00% | 0.0% |
| Q4 2022 | $1,913,000 | +20.8% | 22,188 | +6.5% | 0.00% | 0.0% |
| Q3 2022 | $1,583,000 | -10.1% | 20,841 | -2.8% | 0.00% | -20.0% |
| Q2 2022 | $1,760,000 | -3.9% | 21,441 | +3.2% | 0.01% | +25.0% |
| Q1 2022 | $1,831,000 | +10.1% | 20,783 | +3.1% | 0.00% | 0.0% |
| Q4 2021 | $1,663,000 | +7.1% | 20,156 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $1,553,000 | -3.0% | 20,211 | -1.4% | 0.00% | -20.0% |
| Q2 2021 | $1,601,000 | +3.6% | 20,492 | +1.2% | 0.01% | 0.0% |
| Q1 2021 | $1,545,000 | -3.7% | 20,246 | -21.2% | 0.01% | -37.5% |
| Q3 2020 | $1,604,000 | -2.2% | 25,684 | -2.3% | 0.01% | -11.1% |
| Q2 2020 | $1,640,000 | +3.5% | 26,293 | -6.0% | 0.01% | -10.0% |
| Q1 2020 | $1,584,000 | -32.1% | 27,982 | -8.0% | 0.01% | -28.6% |
| Q4 2019 | $2,333,000 | +10.2% | 30,401 | +6.7% | 0.01% | +16.7% |
| Q3 2019 | $2,118,000 | -2.2% | 28,484 | -4.2% | 0.01% | -7.7% |
| Q2 2019 | $2,166,000 | -6.9% | 29,737 | -7.1% | 0.01% | -18.8% |
| Q1 2019 | $2,326,000 | +21.0% | 32,006 | +8.6% | 0.02% | +6.7% |
| Q4 2018 | $1,922,000 | +0.2% | 29,459 | +11.1% | 0.02% | +7.1% |
| Q3 2018 | $1,919,000 | +299.8% | 26,525 | +287.5% | 0.01% | +250.0% |
| Q2 2018 | $480,000 | -29.1% | 6,846 | -31.5% | 0.00% | -33.3% |
| Q1 2018 | $677,000 | -8.3% | 9,989 | -0.8% | 0.01% | 0.0% |
| Q4 2017 | $738,000 | +0.1% | 10,071 | -4.5% | 0.01% | 0.0% |
| Q3 2017 | $737,000 | -32.4% | 10,544 | -33.7% | 0.01% | -40.0% |
| Q2 2017 | $1,090,000 | +39.9% | 15,903 | +39.8% | 0.01% | +42.9% |
| Q1 2017 | $779,000 | +10.7% | 11,374 | +8.8% | 0.01% | -12.5% |
| Q4 2016 | $704,000 | +6.7% | 10,451 | +5.2% | 0.01% | 0.0% |
| Q3 2016 | $660,000 | +15.0% | 9,930 | +14.9% | 0.01% | +14.3% |
| Q2 2016 | $574,000 | +9.8% | 8,641 | +4.1% | 0.01% | +250.0% |
| Q1 2016 | $523,000 | +1.0% | 8,297 | -5.3% | 0.00% | -66.7% |
| Q4 2015 | $518,000 | +8.6% | 8,762 | +2.5% | 0.01% | 0.0% |
| Q3 2015 | $477,000 | -1.2% | 8,549 | +5.2% | 0.01% | -25.0% |
| Q2 2015 | $483,000 | +16.7% | 8,130 | +19.3% | 0.01% | +33.3% |
| Q1 2015 | $414,000 | -4.8% | 6,817 | -3.4% | 0.01% | -14.3% |
| Q4 2014 | $435,000 | +12.1% | 7,057 | +7.8% | 0.01% | 0.0% |
| Q3 2014 | $388,000 | +5.4% | 6,545 | +5.5% | 0.01% | +16.7% |
| Q2 2014 | $368,000 | -2.1% | 6,203 | -6.7% | 0.01% | -14.3% |
| Q1 2014 | $376,000 | +20.5% | 6,646 | +17.4% | 0.01% | +16.7% |
| Q4 2013 | $312,000 | – | 5,659 | – | 0.01% | – |
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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% |