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 | $1,078,712 | -23.5% | 13,819 | -22.0% | 0.04% | -26.3% |
| Q2 2023 | $1,410,458 | -12.9% | 17,726 | -10.0% | 0.06% | -18.6% |
| Q1 2023 | $1,619,815 | +10.1% | 19,689 | +15.1% | 0.07% | +1.4% |
| Q4 2022 | $1,471,884 | -10.7% | 17,103 | -21.4% | 0.07% | -19.8% |
| Q3 2022 | $1,649,000 | +11.2% | 21,751 | +20.7% | 0.09% | +10.3% |
| Q2 2022 | $1,483,000 | +124.4% | 18,021 | +140.2% | 0.08% | +136.4% |
| Q1 2022 | $661,000 | +5.6% | 7,502 | -1.1% | 0.03% | +6.5% |
| Q4 2021 | $626,000 | +7.2% | 7,582 | 0.0% | 0.03% | -6.1% |
| Q3 2021 | $584,000 | -28.1% | 7,582 | -27.0% | 0.03% | -32.7% |
| Q2 2021 | $812,000 | +37.6% | 10,382 | +34.3% | 0.05% | +4.3% |
| Q1 2021 | $590,000 | +7.3% | 7,732 | -2.4% | 0.05% | +11.9% |
| Q4 2020 | $550,000 | +6.4% | 7,925 | -4.2% | 0.04% | -4.5% |
| Q3 2020 | $517,000 | +4.0% | 8,269 | +3.7% | 0.04% | -4.3% |
| Q2 2020 | $497,000 | +66.2% | 7,973 | +51.1% | 0.05% | +39.4% |
| Q1 2020 | $299,000 | -36.0% | 5,277 | -13.1% | 0.03% | -35.3% |
| Q4 2019 | $467,000 | +3.3% | 6,075 | 0.0% | 0.05% | -7.3% |
| Q3 2019 | $452,000 | +2.3% | 6,075 | 0.0% | 0.06% | -5.2% |
| Q2 2019 | $442,000 | +57.9% | 6,075 | +57.2% | 0.06% | +41.5% |
| Q1 2019 | $280,000 | -25.1% | 3,865 | -32.7% | 0.04% | -35.9% |
| Q4 2018 | $374,000 | – | 5,745 | – | 0.06% | – |
Download | ||||||
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% |