WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 116 filers reported holding WISDOMTREE TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $813,109 | +1.5% | 10,416 | +3.4% | 0.02% | +4.8% |
| Q2 2023 | $801,343 | +10.3% | 10,071 | +14.1% | 0.02% | +5.0% |
| Q1 2023 | $726,427 | +2.7% | 8,829 | +7.4% | 0.02% | -9.1% |
| Q4 2022 | $707,143 | +14.2% | 8,217 | +0.6% | 0.02% | 0.0% |
| Q3 2022 | $619,000 | -3.7% | 8,166 | +4.4% | 0.02% | 0.0% |
| Q2 2022 | $643,000 | +9.5% | 7,821 | +17.3% | 0.02% | +29.4% |
| Q1 2022 | $587,000 | -2.5% | 6,667 | -8.6% | 0.02% | 0.0% |
| Q4 2021 | $602,000 | -42.5% | 7,292 | -46.4% | 0.02% | -48.5% |
| Q3 2021 | $1,047,000 | +2.9% | 13,613 | +4.6% | 0.03% | +3.1% |
| Q2 2021 | $1,017,000 | +12.0% | 13,010 | +9.2% | 0.03% | -5.9% |
| Q1 2021 | $908,000 | +14.4% | 11,910 | +4.1% | 0.03% | +6.2% |
| Q4 2020 | $794,000 | +15.4% | 11,438 | +3.8% | 0.03% | 0.0% |
| Q3 2020 | $688,000 | +6.7% | 11,020 | +6.4% | 0.03% | -8.6% |
| Q2 2020 | $645,000 | +18.3% | 10,357 | +7.6% | 0.04% | -2.8% |
| Q1 2020 | $545,000 | -21.2% | 9,622 | +6.8% | 0.04% | 0.0% |
| Q4 2019 | $692,000 | -9.8% | 9,007 | -14.6% | 0.04% | -23.4% |
| Q3 2019 | $767,000 | 0.0% | 10,542 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $767,000 | -0.3% | 10,542 | -0.7% | 0.05% | -13.0% |
| Q1 2019 | $769,000 | +10.6% | 10,613 | -0.6% | 0.05% | -11.5% |
| Q4 2018 | $695,000 | -10.1% | 10,674 | -0.4% | 0.06% | +8.9% |
| Q3 2018 | $773,000 | +2.1% | 10,720 | +0.8% | 0.06% | -3.4% |
| Q2 2018 | $757,000 | +4.8% | 10,639 | +0.4% | 0.06% | 0.0% |
| Q1 2018 | $722,000 | -9.4% | 10,595 | -3.1% | 0.06% | -15.9% |
| Q4 2017 | $797,000 | +4.0% | 10,936 | -0.2% | 0.07% | -21.6% |
| Q3 2017 | $766,000 | +2.3% | 10,960 | 0.0% | 0.09% | -10.2% |
| Q2 2017 | $749,000 | -5.7% | 10,960 | -5.5% | 0.10% | -14.8% |
| Q1 2017 | $794,000 | +12.0% | 11,593 | +8.7% | 0.12% | -13.5% |
| Q3 2016 | $709,000 | -6.8% | 10,662 | -6.5% | 0.13% | -23.1% |
| Q2 2016 | $761,000 | +45.0% | 11,404 | +37.4% | 0.17% | +21.0% |
| Q1 2016 | $525,000 | +7.1% | 8,300 | 0.0% | 0.14% | -9.5% |
| Q4 2015 | $490,000 | +6.3% | 8,300 | 0.0% | 0.16% | +13.7% |
| Q3 2015 | $461,000 | – | 8,300 | – | 0.14% | – |
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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% |