WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 1 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,149,434 | -25.9% | 14,725 | -24.4% | 0.04% | -30.8% |
| Q2 2023 | $1,550,183 | +86696.4% | 19,482 | -10.3% | 0.05% | -8.8% |
| Q1 2023 | $1,786 | +447.9% | 21,711 | +474.7% | 0.06% | +307.1% |
| Q4 2022 | $326 | -83.7% | 3,778 | +12087.1% | 0.01% | – |
| Q3 2022 | $2,000 | -99.4% | 31 | -99.2% | 0.00% | -100.0% |
| Q2 2022 | $308,000 | +0.3% | 3,744 | +7.4% | 0.01% | +133.3% |
| Q1 2022 | $307,000 | -23.6% | 3,486 | -28.4% | 0.00% | -57.1% |
| Q4 2021 | $402,000 | -22.2% | 4,869 | -27.5% | 0.01% | -46.2% |
| Q3 2021 | $517,000 | +1888.5% | 6,719 | +1929.9% | 0.01% | +1200.0% |
| Q2 2021 | $26,000 | -97.1% | 331 | -97.2% | 0.00% | -93.3% |
| Q1 2021 | $902,000 | +664.4% | 11,825 | +595.2% | 0.02% | +275.0% |
| Q4 2020 | $118,000 | -63.5% | 1,701 | -67.1% | 0.00% | 0.0% |
| Q3 2020 | $323,000 | -66.7% | 5,175 | -66.8% | 0.00% | -90.0% |
| Q2 2020 | $970,000 | +131.0% | 15,576 | +185.0% | 0.04% | +14.3% |
| Q4 2019 | $420,000 | +16.7% | 5,465 | +13.0% | 0.04% | +40.0% |
| Q3 2019 | $360,000 | -34.2% | 4,838 | -35.6% | 0.02% | -32.4% |
| Q2 2019 | $547,000 | +972.5% | 7,518 | +972.5% | 0.04% | +1133.3% |
| Q1 2019 | $51,000 | – | 701 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 139,856 | $10,597,000 | 6.65% |
| DHK Financial Advisors, Inc. | 38,119 | $2,890,000 | 4.74% |
| Clearwater Capital Advisors, LLC | 290,925 | $22,055,000 | 3.04% |
| Fulcrum Equity Management | 34,009 | $2,578,000 | 2.18% |
| Linscomb Wealth, Inc. | 437,012 | $33,130,000 | 2.01% |
| New Legacy Group, LLC | 10,000 | $758,000 | 1.96% |
| ShoreHaven Wealth Partners, LLC | 24,242 | $1,837,000 | 1.40% |
| PBMares Wealth Management LLC | 37,613 | $2,851,000 | 1.24% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $11,372,000 | 1.07% |
| Evanson Asset Management, LLC | 99,518 | $7,544,000 | 0.89% |