WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,362,644 | +16.1% | 171,184 | +18.3% | 0.02% | +20.0% |
| Q2 2023 | $11,509,205 | -10.6% | 144,643 | -7.6% | 0.02% | -16.7% |
| Q1 2023 | $12,874,072 | +9.5% | 156,486 | +14.5% | 0.02% | 0.0% |
| Q4 2022 | $11,761,550 | +13.8% | 136,669 | +0.3% | 0.02% | +4.3% |
| Q3 2022 | $10,334,000 | -13.6% | 136,312 | -6.2% | 0.02% | -11.5% |
| Q2 2022 | $11,959,000 | -3.1% | 145,331 | +3.7% | 0.03% | +13.0% |
| Q1 2022 | $12,341,000 | +80.0% | 140,105 | +68.6% | 0.02% | +76.9% |
| Q4 2021 | $6,858,000 | +14.5% | 83,098 | +6.8% | 0.01% | +8.3% |
| Q3 2021 | $5,990,000 | -0.8% | 77,808 | +0.8% | 0.01% | 0.0% |
| Q2 2021 | $6,039,000 | +2.5% | 77,200 | -0.0% | 0.01% | -7.7% |
| Q1 2021 | $5,890,000 | +7.4% | 77,202 | -2.3% | 0.01% | -7.1% |
| Q4 2020 | $5,482,000 | +9.6% | 79,044 | -1.3% | 0.01% | 0.0% |
| Q3 2020 | $5,003,000 | +6.4% | 80,059 | +6.1% | 0.01% | -6.7% |
| Q2 2020 | $4,701,000 | +40.1% | 75,465 | +27.3% | 0.02% | 0.0% |
| Q1 2020 | $3,355,000 | -29.2% | 59,279 | -3.9% | 0.02% | 0.0% |
| Q4 2019 | $4,739,000 | +3.3% | 61,700 | +0.1% | 0.02% | -11.8% |
| Q3 2019 | $4,589,000 | +4.7% | 61,617 | +2.3% | 0.02% | 0.0% |
| Q2 2019 | $4,382,000 | -0.0% | 60,221 | -0.4% | 0.02% | -5.6% |
| Q1 2019 | $4,384,000 | +24.1% | 60,492 | +11.5% | 0.02% | -5.3% |
| Q4 2018 | $3,534,000 | -19.9% | 54,272 | -11.2% | 0.02% | -5.0% |
| Q3 2018 | $4,410,000 | -5.0% | 61,111 | -7.9% | 0.02% | -16.7% |
| Q2 2018 | $4,640,000 | +102.4% | 66,336 | +97.2% | 0.02% | +84.6% |
| Q1 2018 | $2,292,000 | -15.7% | 33,640 | -9.9% | 0.01% | -23.5% |
| Q4 2017 | $2,720,000 | -0.8% | 37,348 | -4.7% | 0.02% | -5.6% |
| Q3 2017 | $2,741,000 | +1.6% | 39,208 | -0.6% | 0.02% | -5.3% |
| Q2 2017 | $2,697,000 | -3.9% | 39,455 | -3.7% | 0.02% | -9.5% |
| Q1 2017 | $2,805,000 | -2.4% | 40,963 | -4.1% | 0.02% | -12.5% |
| Q4 2016 | $2,875,000 | +2.2% | 42,712 | +1.0% | 0.02% | -4.0% |
| Q3 2016 | $2,812,000 | +6.5% | 42,294 | +6.9% | 0.02% | -3.8% |
| Q2 2016 | $2,640,000 | +2.7% | 39,570 | -2.6% | 0.03% | -13.3% |
| Q1 2016 | $2,571,000 | -49.5% | 40,622 | -52.9% | 0.03% | -50.0% |
| Q4 2015 | $5,094,000 | +128.2% | 86,192 | +114.7% | 0.06% | +62.2% |
| Q3 2015 | $2,232,000 | +125.0% | 40,150 | +145.4% | 0.04% | -22.9% |
| Q1 2015 | $992,000 | -1.5% | 16,359 | +0.0% | 0.05% | -7.7% |
| Q4 2014 | $1,007,000 | +3.7% | 16,356 | -0.1% | 0.05% | -1.9% |
| Q3 2014 | $971,000 | -2.6% | 16,374 | -2.4% | 0.05% | -10.2% |
| Q2 2014 | $997,000 | +6.2% | 16,781 | +1.1% | 0.06% | +7.3% |
| Q1 2014 | $939,000 | +14.1% | 16,594 | +11.1% | 0.06% | +7.8% |
| Q4 2013 | $823,000 | +41.2% | 14,932 | +33.1% | 0.05% | +30.8% |
| Q3 2013 | $583,000 | – | 11,219 | – | 0.04% | – |
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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% |