WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 75 filers reported holding WISDOMTREE TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $36,000 | +5.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $34,000 | -2.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $35,000 | +2.9% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +9.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $31,000 | +10.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $28,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $28,000 | +12.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $25,000 | -26.5% | 450 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $34,000 | +3.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $33,000 | +3.1% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $32,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $32,000 | +6.7% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $30,000 | -6.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $32,000 | +3.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $31,000 | +3.3% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $30,000 | -6.2% | 450 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $32,000 | +3.2% | 450 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $31,000 | +3.3% | 450 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $30,000 | 0.0% | 450 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $30,000 | -11.8% | 450 | -11.8% | 0.00% | -20.0% |
| Q4 2016 | $34,000 | +3.0% | 510 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | -2.9% | 510 | 0.0% | 0.01% | -16.7% |
| Q2 2016 | $34,000 | +6.2% | 510 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $32,000 | +6.7% | 510 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $30,000 | 0.0% | 510 | 0.0% | 0.01% | -14.3% |
| Q3 2015 | $30,000 | +11.1% | 510 | +13.3% | 0.01% | +16.7% |
| Q2 2015 | $27,000 | 0.0% | 450 | 0.0% | 0.01% | -50.0% |
| Q1 2015 | $27,000 | 0.0% | 450 | 0.0% | 0.01% | +50.0% |
| Q2 2014 | $27,000 | +8.0% | 450 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $25,000 | – | 450 | – | 0.01% | – |
Download | ||||||
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% |