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 | $86,067 | -0.3% | 1,102,573 | +1.7% | 0.53% | -1.1% |
| Q2 2023 | $86,297 | +1.8% | 1,084,544 | +5.3% | 0.53% | -7.0% |
| Q1 2023 | $84,772 | +2.8% | 1,030,415 | +7.5% | 0.57% | -5.8% |
| Q4 2022 | $82,481 | -99.9% | 958,414 | -0.5% | 0.61% | +4.8% |
| Q3 2022 | $73,034,000 | +0.1% | 963,380 | +8.6% | 0.58% | +2.7% |
| Q2 2022 | $72,982,000 | -1.0% | 886,884 | +6.0% | 0.56% | +8.0% |
| Q1 2022 | $73,710,000 | +22.1% | 836,761 | +14.4% | 0.52% | +23.1% |
| Q4 2021 | $60,366,000 | +38.6% | 731,351 | +31.3% | 0.42% | +22.5% |
| Q2 2021 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q1 2021 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q4 2020 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q3 2020 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q2 2020 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q1 2020 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q4 2019 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q3 2019 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q2 2019 | $43,564,000 | 0.0% | 556,940 | 0.0% | 0.35% | 0.0% |
| Q1 2019 | $43,564,000 | +544450.0% | 556,940 | +506209.1% | 0.35% | – |
| Q4 2017 | $8,000 | – | 110 | – | 0.00% | – |
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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% |