WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 116 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $39,000 | -58.9% | 585 | -59.1% | 0.01% | -60.0% |
| Q2 2016 | $95,000 | +5.6% | 1,430 | 0.0% | 0.02% | -3.8% |
| Q1 2016 | $90,000 | -38.8% | 1,430 | -42.5% | 0.03% | -40.9% |
| Q4 2015 | $147,000 | +6.5% | 2,489 | 0.0% | 0.04% | +2.3% |
| Q3 2015 | $138,000 | -27.7% | 2,489 | -22.7% | 0.04% | -18.9% |
| Q2 2015 | $191,000 | -2.1% | 3,219 | 0.0% | 0.05% | -1.9% |
| Q1 2015 | $195,000 | -23.8% | 3,219 | -22.6% | 0.05% | +3.8% |
| Q4 2014 | $256,000 | -5.5% | 4,159 | -9.1% | 0.05% | 0.0% |
| Q3 2014 | $271,000 | -0.4% | 4,576 | +0.0% | 0.05% | +2.0% |
| Q2 2014 | $272,000 | +30.1% | 4,575 | +23.8% | 0.05% | +21.4% |
| Q1 2014 | $209,000 | +770.8% | 3,694 | +732.0% | 0.04% | +1300.0% |
| Q4 2013 | $24,000 | +4.3% | 444 | +0.9% | 0.00% | -25.0% |
| Q3 2013 | $23,000 | 0.0% | 440 | +0.7% | 0.00% | 0.0% |
| Q2 2013 | $23,000 | – | 437 | – | 0.00% | – |
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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% |