WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,777,866 | +9.6% | 86,829 | +11.8% | 0.11% | +9.3% |
| Q2 2023 | $6,182,259 | +1.2% | 77,696 | +4.7% | 0.10% | -4.9% |
| Q1 2023 | $6,107,857 | -0.1% | 74,242 | +4.5% | 0.10% | -8.1% |
| Q4 2022 | $6,112,083 | +18.1% | 71,021 | +4.0% | 0.11% | -19.0% |
| Q3 2022 | $5,177,000 | -3.2% | 68,292 | +5.0% | 0.14% | +12.3% |
| Q2 2022 | $5,350,000 | -5.4% | 65,015 | +1.2% | 0.12% | +8.0% |
| Q1 2022 | $5,657,000 | +4.1% | 64,215 | -2.5% | 0.11% | +2.7% |
| Q4 2021 | $5,434,000 | +36.7% | 65,833 | +27.5% | 0.11% | +42.9% |
| Q3 2021 | $3,974,000 | +1508.9% | 51,628 | +1536.4% | 0.08% | +1183.3% |
| Q2 2021 | $247,000 | +2.5% | 3,155 | +0.0% | 0.01% | -14.3% |
| Q1 2021 | $241,000 | +10.0% | 3,154 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $219,000 | -13.4% | 3,154 | -4.4% | 0.01% | -36.4% |
| Q4 2019 | $253,000 | -61.3% | 3,299 | -65.4% | 0.01% | -75.0% |
| Q1 2017 | $653,000 | +15.2% | 9,545 | +13.5% | 0.04% | +2.3% |
| Q4 2016 | $567,000 | – | 8,410 | – | 0.04% | – |
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 Wealth, 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% |