WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,656 | -4.4% | 3,109 | -2.5% | 0.02% | -5.9% |
| Q2 2023 | $253,781 | +0.7% | 3,189 | +4.1% | 0.02% | -5.6% |
| Q1 2023 | $252,052 | -5.3% | 3,064 | -1.0% | 0.02% | -33.3% |
| Q4 2022 | $266,279 | +4.4% | 3,094 | -8.0% | 0.03% | +22.7% |
| Q3 2022 | $255,000 | -12.4% | 3,364 | -5.0% | 0.02% | -8.3% |
| Q2 2022 | $291,000 | -13.4% | 3,541 | -7.2% | 0.02% | -7.7% |
| Q1 2022 | $336,000 | -0.9% | 3,816 | -7.0% | 0.03% | +8.3% |
| Q4 2021 | $339,000 | +1.8% | 4,104 | -5.1% | 0.02% | -25.0% |
| Q3 2021 | $333,000 | -6.5% | 4,323 | -4.9% | 0.03% | -27.3% |
| Q2 2021 | $356,000 | -3.0% | 4,547 | -5.4% | 0.04% | -12.0% |
| Q1 2021 | $367,000 | -32.8% | 4,809 | -38.9% | 0.05% | -39.8% |
| Q4 2020 | $546,000 | -6.0% | 7,874 | -15.4% | 0.08% | -22.4% |
| Q3 2020 | $581,000 | -2.0% | 9,304 | -2.3% | 0.11% | -2.7% |
| Q2 2020 | $593,000 | +18.8% | 9,521 | +7.9% | 0.11% | +5.8% |
| Q1 2020 | $499,000 | -22.0% | 8,823 | +5.9% | 0.10% | -6.3% |
| Q4 2019 | $640,000 | +3.6% | 8,333 | +0.4% | 0.11% | -1.8% |
| Q3 2019 | $618,000 | +1.0% | 8,299 | -1.3% | 0.11% | +5.6% |
| Q2 2019 | $612,000 | -11.2% | 8,409 | -11.6% | 0.11% | -10.8% |
| Q1 2019 | $689,000 | +15.0% | 9,512 | +3.4% | 0.12% | +8.1% |
| Q4 2018 | $599,000 | -15.3% | 9,198 | -6.1% | 0.11% | -8.3% |
| Q3 2018 | $707,000 | +2.9% | 9,798 | -0.2% | 0.12% | +3.4% |
| Q2 2018 | $687,000 | +3.0% | 9,818 | +0.2% | 0.12% | +4.5% |
| Q1 2018 | $667,000 | -4.0% | 9,799 | +2.7% | 0.11% | -3.4% |
| Q4 2017 | $695,000 | +16.0% | 9,543 | +11.4% | 0.12% | +12.6% |
| Q3 2017 | $599,000 | +2.7% | 8,570 | +0.4% | 0.10% | +19.8% |
| Q2 2017 | $583,000 | -6.7% | 8,533 | -6.5% | 0.09% | -1.1% |
| Q1 2017 | $625,000 | +1.3% | 9,130 | -0.4% | 0.09% | -1.1% |
| Q4 2016 | $617,000 | -4.3% | 9,170 | -5.5% | 0.09% | -7.4% |
| Q3 2016 | $645,000 | -3.0% | 9,707 | -2.6% | 0.10% | -10.4% |
| Q2 2016 | $665,000 | +3.4% | 9,963 | -1.9% | 0.11% | -8.6% |
| Q1 2016 | $643,000 | +22.0% | 10,160 | +13.8% | 0.12% | +0.9% |
| Q4 2015 | $527,000 | +11.4% | 8,926 | +4.9% | 0.12% | +8.5% |
| Q3 2015 | $473,000 | -4.8% | 8,506 | +1.7% | 0.11% | +1.9% |
| Q2 2015 | $497,000 | – | 8,364 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| INVENIO WEALTH PARTNERS LLC | 132,286 | $10,326,245 | 9.40% |
| DHK Financial Advisors, Inc. | 39,719 | $3,100,499 | 2.76% |
| Pacific Wealth Management | 49,069 | $3,830,289 | 2.52% |
| FFG RETIREMENT ADVISORS LLC | 33,600 | $2,622,816 | 2.18% |
| Ledge Wealth Management, Inc. | 61,187 | $4,776,267 | 2.14% |
| New Legacy Group, LLC | 10,000 | $780,600 | 2.13% |
| WIN ADVISORS, INC | 55,716 | $4,349,208 | 2.13% |
| Linscomb Wealth, Inc. | 391,182 | $30,535,637 | 1.79% |
| PBMares Wealth Management LLC | 36,727 | $2,866,886 | 1.03% |
| ShoreHaven Wealth Partners, LLC | 18,427 | $1,438,374 | 0.99% |