WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 121 filers reported holding WISDOMTREE TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $34,000 | +41.7% | 435 | +26.1% | 0.02% | +63.6% |
| Q4 2020 | $24,000 | +9.1% | 345 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $22,000 | +4.8% | 345 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $21,000 | +5.0% | 345 | 0.0% | 0.01% | -15.4% |
| Q1 2020 | $20,000 | -71.8% | 345 | -62.5% | 0.01% | -59.4% |
| Q4 2019 | $71,000 | +2.9% | 920 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $69,000 | +3.0% | 920 | 0.0% | 0.03% | +3.2% |
| Q2 2019 | $67,000 | 0.0% | 920 | 0.0% | 0.03% | +6.9% |
| Q1 2019 | $67,000 | +11.7% | 920 | 0.0% | 0.03% | +3.6% |
| Q4 2018 | $60,000 | -9.1% | 920 | 0.0% | 0.03% | +12.0% |
| Q3 2018 | $66,000 | +3.1% | 920 | 0.0% | 0.02% | -7.4% |
| Q2 2018 | $64,000 | +20.8% | 920 | +18.7% | 0.03% | +80.0% |
| Q1 2018 | $53,000 | -5.4% | 775 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $56,000 | +3.7% | 775 | 0.0% | 0.02% | -11.1% |
| Q3 2017 | $54,000 | – | 775 | – | 0.02% | – |
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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% |