WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 135 filers reported holding WISDOMTREE TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,095,000 | +2.1% | 14,363 | -7.0% | 0.10% | -8.3% |
| Q4 2020 | $1,072,000 | +4.8% | 15,450 | -5.7% | 0.11% | -2.7% |
| Q3 2020 | $1,023,000 | -7.8% | 16,377 | -8.1% | 0.11% | -13.3% |
| Q2 2020 | $1,110,000 | +6.8% | 17,825 | -2.9% | 0.13% | -1.5% |
| Q1 2020 | $1,039,000 | -31.1% | 18,364 | -6.4% | 0.13% | -19.8% |
| Q4 2019 | $1,507,000 | -0.1% | 19,624 | -3.1% | 0.16% | -1.8% |
| Q3 2019 | $1,508,000 | +2.9% | 20,254 | +0.6% | 0.16% | +3.8% |
| Q2 2019 | $1,465,000 | -1.1% | 20,139 | -1.5% | 0.16% | -7.0% |
| Q1 2019 | $1,481,000 | +9.3% | 20,449 | -1.8% | 0.17% | +2.4% |
| Q4 2018 | $1,355,000 | -12.1% | 20,819 | -2.6% | 0.17% | -8.7% |
| Q3 2018 | $1,541,000 | +0.5% | 21,364 | -2.6% | 0.18% | -3.7% |
| Q2 2018 | $1,534,000 | -3.8% | 21,939 | -6.3% | 0.19% | -4.5% |
| Q1 2018 | $1,594,000 | -8.0% | 23,414 | -1.6% | 0.20% | -4.3% |
| Q4 2017 | $1,733,000 | +8.5% | 23,798 | +4.1% | 0.21% | +0.5% |
| Q3 2017 | $1,597,000 | – | 22,853 | – | 0.21% | – |
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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% |