WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 87 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $426,000 | +0.2% | 6,096 | -1.6% | 0.04% | +12.5% |
| Q2 2017 | $425,000 | -12.6% | 6,196 | -12.6% | 0.03% | -13.5% |
| Q1 2017 | $486,000 | -1.4% | 7,086 | -4.0% | 0.04% | -2.6% |
| Q4 2016 | $493,000 | +4.2% | 7,384 | +0.1% | 0.04% | 0.0% |
| Q3 2016 | $473,000 | -8.2% | 7,380 | -4.1% | 0.04% | -5.0% |
| Q2 2016 | $515,000 | +5.1% | 7,698 | +0.1% | 0.04% | -7.0% |
| Q1 2016 | $490,000 | -8.2% | 7,693 | -16.7% | 0.04% | -2.3% |
| Q4 2015 | $534,000 | +12.7% | 9,239 | +17.9% | 0.04% | 0.0% |
| Q3 2015 | $474,000 | -7.8% | 7,834 | -9.2% | 0.04% | -4.3% |
| Q2 2015 | $514,000 | +2.2% | 8,628 | +4.9% | 0.05% | +2.2% |
| Q1 2015 | $503,000 | -99.9% | 8,223 | -12.4% | 0.04% | +9.8% |
| Q4 2014 | $574,500,000 | +164513.2% | 9,387 | +59.3% | 0.04% | +51.9% |
| Q3 2014 | $349,000 | -0.3% | 5,892 | +0.1% | 0.03% | 0.0% |
| Q2 2014 | $350,000 | +9.0% | 5,887 | +4.4% | 0.03% | -3.6% |
| Q1 2014 | $321,000 | -5.6% | 5,641 | -8.1% | 0.03% | -6.7% |
| Q4 2013 | $340,000 | +6.6% | 6,139 | +0.9% | 0.03% | -3.2% |
| Q3 2013 | $319,000 | +32.4% | 6,082 | +30.0% | 0.03% | +3.3% |
| Q2 2013 | $241,000 | – | 4,680 | – | 0.03% | – |
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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% |