WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 179 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,546,238 | -2.7% | 45,430 | -0.8% | 0.01% | 0.0% |
| Q2 2023 | $3,643,215 | +129.6% | 45,786 | +137.3% | 0.01% | +100.0% |
| Q1 2023 | $1,587,064 | -4.1% | 19,291 | +0.4% | 0.01% | -12.5% |
| Q4 2022 | $1,654,127 | +13.6% | 19,221 | +0.1% | 0.01% | 0.0% |
| Q3 2022 | $1,456,000 | -7.8% | 19,199 | +0.0% | 0.01% | -20.0% |
| Q2 2022 | $1,580,000 | +38.6% | 19,198 | +48.4% | 0.01% | +42.9% |
| Q1 2022 | $1,140,000 | -30.9% | 12,941 | -35.3% | 0.01% | -36.4% |
| Q4 2021 | $1,650,000 | +7.6% | 19,992 | +0.4% | 0.01% | -15.4% |
| Q3 2021 | $1,533,000 | -1.3% | 19,915 | +0.3% | 0.01% | -7.1% |
| Q2 2021 | $1,553,000 | +2.8% | 19,849 | +0.3% | 0.01% | -12.5% |
| Q1 2021 | $1,510,000 | +10.3% | 19,792 | +0.4% | 0.02% | -11.1% |
| Q4 2020 | $1,369,000 | +58.6% | 19,717 | +42.9% | 0.02% | +28.6% |
| Q3 2020 | $863,000 | -40.2% | 13,801 | -40.5% | 0.01% | -41.7% |
| Q2 2020 | $1,444,000 | -38.6% | 23,198 | -46.8% | 0.02% | -53.8% |
| Q1 2020 | $2,351,000 | -62.8% | 43,587 | -47.1% | 0.05% | -48.0% |
| Q4 2019 | $6,320,000 | +9.0% | 82,352 | +5.8% | 0.10% | -51.0% |
| Q3 2019 | $5,798,000 | +0.3% | 77,856 | -2.0% | 0.20% | -4.7% |
| Q2 2019 | $5,781,000 | -0.2% | 79,435 | -0.6% | 0.21% | -8.9% |
| Q1 2019 | $5,794,000 | +1831.3% | 79,948 | +1634.2% | 0.24% | +1368.8% |
| Q4 2018 | $300,000 | -9.9% | 4,610 | 0.0% | 0.02% | +6.7% |
| Q3 2018 | $333,000 | +3.4% | 4,610 | 0.0% | 0.02% | -16.7% |
| Q2 2018 | $322,000 | +30.4% | 4,610 | +24.6% | 0.02% | +20.0% |
| Q1 2018 | $247,000 | -27.8% | 3,700 | -21.3% | 0.02% | -28.6% |
| Q4 2017 | $342,000 | -41.6% | 4,700 | -44.0% | 0.02% | -16.0% |
| Q3 2017 | $586,000 | +82.6% | 8,400 | +78.7% | 0.02% | -37.5% |
| Q2 2017 | $321,000 | -0.3% | 4,700 | 0.0% | 0.04% | +21.2% |
| Q1 2017 | $322,000 | +3.9% | 4,700 | +2.2% | 0.03% | +17.9% |
| Q4 2016 | $310,000 | +6.5% | 4,600 | 0.0% | 0.03% | -9.7% |
| Q1 2016 | $291,000 | +7.0% | 4,600 | 0.0% | 0.03% | +6.9% |
| Q4 2015 | $272,000 | +6.2% | 4,600 | 0.0% | 0.03% | -14.7% |
| Q3 2015 | $256,000 | -6.6% | 4,600 | 0.0% | 0.03% | -20.9% |
| Q2 2015 | $274,000 | -99.9% | 4,600 | 0.0% | 0.04% | -15.7% |
| Q1 2015 | $279,082,000 | +98515.5% | 4,600 | 0.0% | 0.05% | -7.3% |
| Q4 2014 | $283,000 | +3.7% | 4,600 | 0.0% | 0.06% | -27.6% |
| Q3 2014 | $273,000 | +27.6% | 4,600 | +27.8% | 0.08% | +55.1% |
| Q2 2014 | $214,000 | -17.4% | 3,600 | -21.7% | 0.05% | -9.3% |
| Q1 2014 | $259,000 | +30.8% | 4,600 | +27.8% | 0.05% | +58.8% |
| Q4 2013 | $198,000 | +46.7% | 3,600 | +38.5% | 0.03% | -5.6% |
| Q3 2013 | $135,000 | +0.7% | 2,600 | 0.0% | 0.04% | -12.2% |
| Q2 2013 | $134,000 | – | 2,600 | – | 0.04% | – |
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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% |