WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,298 | -1.1% | 6,717 | +0.8% | 0.01% | +16.7% |
| Q2 2023 | $530,260 | +11.1% | 6,664 | +14.9% | 0.01% | -7.7% |
| Q1 2023 | $477,236 | -18.5% | 5,801 | -14.8% | 0.01% | -18.8% |
| Q4 2022 | $585,705 | +11.8% | 6,806 | -1.5% | 0.02% | 0.0% |
| Q3 2022 | $524,000 | -40.3% | 6,907 | -35.3% | 0.02% | -56.8% |
| Q2 2022 | $878,000 | -6.6% | 10,670 | +0.1% | 0.04% | +19.4% |
| Q1 2022 | $940,000 | +4.0% | 10,662 | -2.6% | 0.03% | +19.2% |
| Q4 2021 | $904,000 | +5.0% | 10,944 | -2.0% | 0.03% | -3.7% |
| Q3 2021 | $861,000 | +68.8% | 11,173 | +71.6% | 0.03% | +58.8% |
| Q2 2021 | $510,000 | -0.4% | 6,511 | -2.9% | 0.02% | -5.6% |
| Q1 2021 | $512,000 | +13.8% | 6,705 | +3.4% | 0.02% | -25.0% |
| Q4 2020 | $450,000 | +9.5% | 6,482 | -1.3% | 0.02% | +9.1% |
| Q3 2020 | $411,000 | +0.5% | 6,567 | +0.1% | 0.02% | -18.5% |
| Q2 2020 | $409,000 | +9.9% | 6,562 | +0.1% | 0.03% | -15.6% |
| Q1 2020 | $372,000 | -26.2% | 6,557 | +0.0% | 0.03% | -25.6% |
| Q4 2019 | $504,000 | +3.3% | 6,555 | +0.1% | 0.04% | -10.4% |
| Q3 2019 | $488,000 | +2.3% | 6,549 | +0.1% | 0.05% | -7.7% |
| Q2 2019 | $477,000 | +0.6% | 6,544 | +0.1% | 0.05% | -11.9% |
| Q1 2019 | $474,000 | -19.5% | 6,540 | -27.7% | 0.06% | -29.8% |
| Q4 2018 | $589,000 | -11.2% | 9,044 | -1.4% | 0.08% | +6.3% |
| Q3 2018 | $663,000 | -2.4% | 9,176 | -5.4% | 0.08% | -12.2% |
| Q2 2018 | $679,000 | +23.0% | 9,701 | +19.9% | 0.09% | +16.9% |
| Q1 2018 | $552,000 | -13.8% | 8,090 | -7.9% | 0.08% | -10.5% |
| Q4 2017 | $640,000 | +0.3% | 8,783 | -3.8% | 0.09% | -18.9% |
| Q3 2017 | $638,000 | +2.2% | 9,126 | +0.1% | 0.11% | -6.2% |
| Q2 2017 | $624,000 | -11.7% | 9,119 | -11.6% | 0.11% | -19.9% |
| Q1 2017 | $707,000 | -3.7% | 10,313 | -5.4% | 0.14% | -5.4% |
| Q4 2016 | $734,000 | -25.2% | 10,905 | -26.1% | 0.15% | -22.4% |
| Q3 2016 | $981,000 | +7.4% | 14,751 | +7.9% | 0.19% | +4.9% |
| Q2 2016 | $913,000 | +32.9% | 13,674 | +25.9% | 0.18% | +15.1% |
| Q1 2016 | $687,000 | -10.3% | 10,862 | -16.2% | 0.16% | +2.6% |
| Q4 2015 | $766,000 | +11.0% | 12,955 | +4.4% | 0.16% | -6.6% |
| Q3 2015 | $690,000 | -2.5% | 12,414 | +4.3% | 0.17% | -5.7% |
| Q2 2015 | $708,000 | -15.4% | 11,901 | -13.7% | 0.18% | -13.7% |
| Q1 2015 | $837,000 | -86.7% | 13,795 | -36.9% | 0.20% | +52.2% |
| Q4 2014 | $6,273,000 | +278.3% | 21,876 | -21.8% | 0.13% | -46.8% |
| Q3 2014 | $1,658,000 | -99.8% | 27,958 | +6.5% | 0.25% | +47.4% |
| Q2 2014 | $729,770,000 | +92275.9% | 26,244 | +87.9% | 0.17% | -28.5% |
| Q1 2014 | $790,000 | +309.3% | 13,965 | +299.0% | 0.24% | +285.5% |
| Q4 2013 | $193,000 | – | 3,500 | – | 0.06% | – |
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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% |