WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $703,981 | +0.3% | 9,018 | +2.3% | 0.01% | +25.0% |
| Q2 2023 | $701,685 | -13.1% | 8,818 | -10.2% | 0.00% | -20.0% |
| Q1 2023 | $807,765 | +63.4% | 9,818 | +71.0% | 0.01% | +66.7% |
| Q4 2022 | $494,282 | +17.7% | 5,743 | +3.7% | 0.00% | +50.0% |
| Q3 2022 | $420,000 | +4.5% | 5,538 | +13.3% | 0.00% | 0.0% |
| Q2 2022 | $402,000 | -6.7% | 4,888 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $431,000 | +6.9% | 4,888 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $403,000 | +7.2% | 4,888 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $376,000 | -4.8% | 4,888 | -3.1% | 0.00% | 0.0% |
| Q2 2021 | $395,000 | -5.7% | 5,046 | -8.2% | 0.00% | 0.0% |
| Q1 2021 | $419,000 | +10.0% | 5,496 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $381,000 | +9.8% | 5,496 | -0.9% | 0.00% | 0.0% |
| Q3 2020 | $347,000 | -2.3% | 5,546 | -2.7% | 0.00% | -33.3% |
| Q2 2020 | $355,000 | +13.4% | 5,702 | +3.0% | 0.00% | 0.0% |
| Q1 2020 | $313,000 | -26.4% | 5,538 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $425,000 | +3.2% | 5,538 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $412,000 | -51.4% | 5,538 | -52.5% | 0.00% | -50.0% |
| Q2 2019 | $848,000 | -10.4% | 11,654 | -10.7% | 0.01% | -14.3% |
| Q1 2019 | $946,000 | +10.4% | 13,054 | -0.8% | 0.01% | 0.0% |
| Q4 2018 | $857,000 | -9.7% | 13,154 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $949,000 | -6.1% | 13,154 | -9.0% | 0.01% | -12.5% |
| Q2 2018 | $1,011,000 | +13.0% | 14,454 | +10.0% | 0.01% | +14.3% |
| Q1 2018 | $895,000 | -6.5% | 13,138 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $957,000 | -3.8% | 13,138 | -7.7% | 0.01% | 0.0% |
| Q3 2017 | $995,000 | +2.3% | 14,238 | 0.0% | 0.01% | -11.1% |
| Q2 2017 | $973,000 | -0.2% | 14,238 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $975,000 | -5.9% | 14,238 | -7.5% | 0.01% | -10.0% |
| Q4 2016 | $1,036,000 | +1.3% | 15,388 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $1,023,000 | -0.8% | 15,388 | 0.0% | 0.01% | -9.1% |
| Q2 2016 | $1,031,000 | +6.2% | 15,388 | +0.3% | 0.01% | 0.0% |
| Q1 2016 | $971,000 | +3.1% | 15,338 | -3.8% | 0.01% | 0.0% |
| Q4 2015 | $942,000 | +6.3% | 15,938 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $886,000 | -4.7% | 15,938 | +1.9% | 0.01% | 0.0% |
| Q2 2015 | $930,000 | -27.7% | 15,638 | -25.3% | 0.01% | -31.2% |
| Q1 2015 | $1,286,000 | -32.1% | 20,925 | -32.0% | 0.02% | +14.3% |
| Q4 2014 | $1,894,000 | +115.5% | 30,750 | +107.3% | 0.01% | -6.7% |
| Q3 2014 | $879,000 | +1.4% | 14,830 | +1.6% | 0.02% | -6.2% |
| Q2 2014 | $867,000 | +33.8% | 14,600 | +27.4% | 0.02% | +14.3% |
| Q1 2014 | $648,000 | +20.7% | 11,463 | +17.6% | 0.01% | -22.2% |
| Q4 2013 | $537,000 | -6.6% | 9,751 | -11.8% | 0.02% | 0.0% |
| Q3 2013 | $575,000 | -2.7% | 11,060 | -3.2% | 0.02% | +12.5% |
| Q2 2013 | $591,000 | – | 11,427 | – | 0.02% | – |
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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% |