WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. 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 ↓ |
|---|---|---|---|
| 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% |