WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,785,766 | -3.8% | 266,279 | -1.9% | 0.13% | -12.7% |
| Q2 2023 | $21,596,353 | -8.5% | 271,413 | -5.4% | 0.15% | -13.8% |
| Q1 2023 | $23,609,969 | -3.4% | 286,982 | +1.0% | 0.17% | -12.1% |
| Q4 2022 | $24,441,703 | +19.8% | 284,008 | +5.5% | 0.20% | -21.7% |
| Q3 2022 | $20,400,000 | -7.0% | 269,095 | +1.0% | 0.25% | -10.0% |
| Q2 2022 | $21,935,000 | -2.9% | 266,556 | +3.9% | 0.28% | +2.6% |
| Q1 2022 | $22,591,000 | +12.7% | 256,455 | +5.6% | 0.27% | +11.4% |
| Q4 2021 | $20,051,000 | +7.8% | 242,919 | +0.5% | 0.25% | -2.4% |
| Q3 2021 | $18,603,000 | -0.5% | 241,662 | +1.1% | 0.25% | -4.5% |
| Q2 2021 | $18,701,000 | -2.4% | 239,077 | -4.8% | 0.26% | -35.1% |
| Q1 2021 | $19,166,000 | +2.8% | 251,190 | -6.6% | 0.41% | -5.8% |
| Q4 2020 | $18,646,000 | +10.7% | 268,828 | -0.3% | 0.43% | -1.4% |
| Q3 2020 | $16,848,000 | +0.4% | 269,616 | +0.0% | 0.44% | -2.0% |
| Q2 2020 | $16,786,000 | +10.2% | 269,488 | +0.1% | 0.45% | -11.1% |
| Q1 2020 | $15,238,000 | -26.7% | 269,214 | -0.6% | 0.50% | -9.7% |
| Q4 2019 | $20,802,000 | +5.1% | 270,797 | +1.9% | 0.56% | -6.9% |
| Q3 2019 | $19,797,000 | +3.4% | 265,875 | +1.0% | 0.60% | +1.5% |
| Q2 2019 | $19,149,000 | +4.1% | 263,255 | +3.7% | 0.59% | -1.3% |
| Q1 2019 | $18,388,000 | +28.3% | 253,815 | +15.4% | 0.60% | +7.6% |
| Q4 2018 | $14,334,000 | -6.7% | 220,039 | +3.3% | 0.56% | +3.9% |
| Q3 2018 | $15,363,000 | +0.4% | 212,940 | -5.2% | 0.53% | -20.7% |
| Q1 2018 | $15,304,000 | -6.3% | 224,669 | +0.2% | 0.67% | -1.8% |
| Q4 2017 | $16,327,000 | +6.7% | 224,168 | +2.4% | 0.68% | -1.6% |
| Q3 2017 | $15,308,000 | +1.7% | 218,982 | -0.5% | 0.70% | -2.0% |
| Q2 2017 | $15,049,000 | +1.5% | 220,091 | +1.7% | 0.71% | +0.4% |
| Q1 2017 | $14,826,000 | -0.8% | 216,509 | -2.5% | 0.71% | -8.9% |
| Q4 2016 | $14,949,000 | -10.3% | 222,148 | -11.4% | 0.78% | +21.8% |
| Q3 2016 | $16,672,000 | +11.7% | 250,783 | +12.0% | 0.64% | -26.6% |
| Q2 2016 | $14,926,000 | +6.5% | 223,878 | +1.1% | 0.87% | -0.5% |
| Q1 2016 | $14,013,000 | +8.5% | 221,431 | +1.3% | 0.87% | +5.7% |
| Q4 2015 | $12,920,000 | +12.5% | 218,522 | +5.8% | 0.82% | +5.1% |
| Q3 2015 | $11,482,000 | -3.4% | 206,517 | +5.4% | 0.78% | +3.0% |
| Q2 2015 | $11,892,000 | 0.0% | 196,002 | 0.0% | 0.76% | -0.1% |
| Q1 2015 | $11,892,000 | +6.7% | 196,002 | +8.2% | 0.76% | -3.2% |
| Q4 2014 | $11,148,000 | +10.6% | 181,078 | +6.6% | 0.79% | +14.9% |
| Q3 2014 | $10,077,000 | +6.2% | 169,868 | +6.3% | 0.69% | +10.1% |
| Q2 2014 | $9,488,000 | +10.0% | 159,762 | +4.7% | 0.62% | +0.6% |
| Q1 2014 | $8,629,000 | +13.5% | 152,622 | +10.7% | 0.62% | +6.5% |
| Q4 2013 | $7,605,000 | +8.3% | 137,851 | +2.0% | 0.58% | -4.4% |
| Q3 2013 | $7,024,000 | +6.4% | 135,166 | +5.9% | 0.61% | -7.3% |
| Q2 2013 | $6,599,000 | +16.6% | 127,580 | +15.4% | 0.66% | +14.5% |
| Q1 2013 | $5,658,000 | – | 110,561 | – | 0.57% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |