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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -6.8% | 2,504 | 0.0% | 0.00% | – |
| Q1 2022 | $221,000 | -58.8% | 2,504 | -61.5% | 0.00% | – |
| Q4 2021 | $537,000 | +7.2% | 6,504 | 0.0% | 0.00% | – |
| Q3 2021 | $501,000 | -1.6% | 6,504 | 0.0% | 0.00% | – |
| Q2 2021 | $509,000 | +2.6% | 6,504 | 0.0% | 0.00% | – |
| Q1 2021 | $496,000 | +10.0% | 6,504 | 0.0% | 0.00% | – |
| Q4 2020 | $451,000 | -3.8% | 6,504 | -13.3% | 0.00% | -100.0% |
| Q3 2020 | $469,000 | – | 7,504 | – | 0.00% | – |
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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% |