WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 143 filers reported holding WISDOMTREE TR in Q2 2019. 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 ↓ |
---|---|---|---|
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% |