WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 172 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,155,028 | +4.0% | 14,797 | +6.1% | 0.00% | +100.0% |
| Q2 2023 | $1,110,162 | -4.5% | 13,952 | -1.2% | 0.00% | -50.0% |
| Q1 2023 | $1,162,159 | -13.8% | 14,126 | -9.9% | 0.00% | 0.0% |
| Q4 2022 | $1,348,894 | +82.0% | 15,674 | +60.4% | 0.00% | +100.0% |
| Q3 2022 | $741,000 | -6.7% | 9,771 | +1.3% | 0.00% | 0.0% |
| Q2 2022 | $794,000 | -6.8% | 9,645 | -0.3% | 0.00% | 0.0% |
| Q1 2022 | $852,000 | +11.5% | 9,677 | +4.6% | 0.00% | 0.0% |
| Q4 2021 | $764,000 | +5.7% | 9,254 | -1.4% | 0.00% | 0.0% |
| Q3 2021 | $723,000 | -0.8% | 9,390 | +0.8% | 0.00% | 0.0% |
| Q2 2021 | $729,000 | +34.5% | 9,319 | +31.1% | 0.00% | 0.0% |
| Q1 2021 | $542,000 | +7.8% | 7,108 | -1.9% | 0.00% | 0.0% |
| Q4 2020 | $503,000 | +11.5% | 7,247 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $451,000 | -2.0% | 7,210 | -2.4% | 0.00% | 0.0% |
| Q2 2020 | $460,000 | -20.1% | 7,391 | -27.4% | 0.00% | -50.0% |
| Q1 2020 | $576,000 | -6.2% | 10,177 | +27.2% | 0.00% | 0.0% |
| Q4 2019 | $614,000 | +7.5% | 7,999 | +4.2% | 0.00% | 0.0% |
| Q3 2019 | $571,000 | -0.9% | 7,673 | -3.1% | 0.00% | 0.0% |
| Q2 2019 | $576,000 | +1.9% | 7,919 | +1.5% | 0.00% | 0.0% |
| Q1 2019 | $565,000 | +6.4% | 7,799 | -4.3% | 0.00% | 0.0% |
| Q4 2018 | $531,000 | -10.0% | 8,148 | -0.3% | 0.00% | 0.0% |
| Q3 2018 | $590,000 | +3.3% | 8,170 | +0.0% | 0.00% | 0.0% |
| Q2 2018 | $571,000 | -3.4% | 8,168 | -5.8% | 0.00% | 0.0% |
| Q1 2018 | $591,000 | -11.4% | 8,672 | -5.3% | 0.00% | -33.3% |
| Q4 2017 | $667,000 | +24.2% | 9,161 | +19.3% | 0.00% | +50.0% |
| Q3 2017 | $537,000 | +15.7% | 7,681 | +13.2% | 0.00% | 0.0% |
| Q2 2017 | $464,000 | +0.4% | 6,787 | +0.6% | 0.00% | -33.3% |
| Q1 2017 | $462,000 | -22.0% | 6,749 | -23.3% | 0.00% | -25.0% |
| Q4 2016 | $592,000 | +52.2% | 8,803 | +50.6% | 0.00% | +100.0% |
| Q3 2016 | $389,000 | -21.4% | 5,847 | -21.1% | 0.00% | -50.0% |
| Q2 2016 | $495,000 | +35.2% | 7,414 | +28.3% | 0.00% | +33.3% |
| Q1 2016 | $366,000 | +5.5% | 5,779 | -1.5% | 0.00% | 0.0% |
| Q4 2015 | $347,000 | -1.1% | 5,865 | -7.2% | 0.00% | 0.0% |
| Q3 2015 | $351,000 | -12.9% | 6,322 | -4.8% | 0.00% | -25.0% |
| Q1 2015 | $403,000 | +0.5% | 6,644 | +2.2% | 0.00% | 0.0% |
| Q4 2014 | $401,000 | -21.1% | 6,504 | -24.0% | 0.00% | -33.3% |
| Q3 2014 | $508,000 | -0.2% | 8,563 | 0.0% | 0.01% | -14.3% |
| Q2 2014 | $509,000 | +11.6% | 8,563 | +6.2% | 0.01% | 0.0% |
| Q1 2014 | $456,000 | +12.9% | 8,063 | +10.0% | 0.01% | 0.0% |
| Q4 2013 | $404,000 | +6.0% | 7,333 | 0.0% | 0.01% | -12.5% |
| Q3 2013 | $381,000 | +0.5% | 7,333 | 0.0% | 0.01% | -11.1% |
| Q2 2013 | $379,000 | – | 7,333 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Linscomb Wealth, Inc. | 1,537,430 | $97,289,000 | 10.53% |
| Evanson Asset Management, LLC | 169,825 | $10,747,000 | 3.68% |
| HARVEST CAPITAL MANAGEMENT INC | 98,850 | $6,255,000 | 2.90% |
| Camarda Financial Advisors, LLC | 65,963 | $4,174,000 | 2.60% |
| Trutina Financial LLC | 33,498 | $2,120,000 | 2.37% |
| EASTERN BANK | 342,077 | $21,646,000 | 1.76% |
| LVM CAPITAL MANAGEMENT LTD/MI | 76,247 | $4,825,000 | 1.53% |
| COBIZ WEALTH, LLC | 88,956 | $5,629,000 | 1.38% |
| Keystone Financial Planning, Inc. | 29,537 | $1,869,000 | 1.34% |
| Cetera Advisor Networks LLC | 221,431 | $14,013,000 | 0.87% |