WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 143 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,180 | -1.9% | 3,000 | 0.0% | 0.04% | +2.9% |
| Q2 2023 | $238,710 | -3.3% | 3,000 | 0.0% | 0.03% | -10.5% |
| Q1 2023 | $246,810 | -4.4% | 3,000 | 0.0% | 0.04% | -13.6% |
| Q4 2022 | $258,180 | +13.7% | 3,000 | 0.0% | 0.04% | +4.8% |
| Q3 2022 | $227,000 | -8.1% | 3,000 | 0.0% | 0.04% | -4.5% |
| Q2 2022 | $247,000 | -6.4% | 3,000 | 0.0% | 0.04% | +7.3% |
| Q1 2022 | $264,000 | +6.5% | 3,000 | 0.0% | 0.04% | +17.1% |
| Q4 2021 | $248,000 | +7.4% | 3,000 | 0.0% | 0.04% | -5.4% |
| Q3 2021 | $231,000 | -1.7% | 3,000 | 0.0% | 0.04% | -2.6% |
| Q2 2021 | $235,000 | +2.6% | 3,000 | 0.0% | 0.04% | -5.0% |
| Q1 2021 | $229,000 | +10.1% | 3,000 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $208,000 | -9.6% | 3,000 | 0.0% | 0.04% | -18.4% |
| Q4 2019 | $230,000 | +3.1% | 3,000 | 0.0% | 0.05% | -3.9% |
| Q3 2019 | $223,000 | +2.3% | 3,000 | 0.0% | 0.05% | +2.0% |
| Q2 2019 | $218,000 | +0.5% | 3,000 | 0.0% | 0.05% | -2.0% |
| Q1 2019 | $217,000 | +0.5% | 3,000 | 0.0% | 0.05% | +2.0% |
| Q3 2018 | $216,000 | +2.9% | 3,000 | 0.0% | 0.05% | -13.8% |
| Q2 2018 | $210,000 | +2.9% | 3,000 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $204,000 | -6.8% | 3,000 | 0.0% | 0.06% | -6.5% |
| Q4 2017 | $219,000 | +4.3% | 3,000 | 0.0% | 0.06% | +8.8% |
| Q3 2017 | $210,000 | +2.4% | 3,000 | 0.0% | 0.06% | -13.6% |
| Q2 2017 | $205,000 | 0.0% | 3,000 | 0.0% | 0.07% | +1.5% |
| Q1 2017 | $205,000 | +1.5% | 3,000 | 0.0% | 0.06% | +1.6% |
| Q4 2016 | $202,000 | +1.0% | 3,000 | 0.0% | 0.06% | -11.1% |
| Q2 2016 | $200,000 | – | 3,000 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |