WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. 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 ↓ |
|---|---|---|---|
| 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% |