WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 161 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $241,793 | -9.8% | 3,098 | -8.0% | 0.01% | 0.0% |
| Q2 2023 | $267,924 | -27.9% | 3,367 | -25.5% | 0.01% | -36.8% |
| Q1 2023 | $371,608 | +1.5% | 4,517 | +6.1% | 0.02% | -5.0% |
| Q4 2022 | $366,288 | +13.8% | 4,256 | +0.2% | 0.02% | +5.3% |
| Q3 2022 | $322,000 | -7.7% | 4,248 | +0.2% | 0.02% | -5.0% |
| Q2 2022 | $349,000 | -6.4% | 4,241 | +0.2% | 0.02% | +5.3% |
| Q1 2022 | $373,000 | +8.4% | 4,232 | +1.6% | 0.02% | +11.8% |
| Q4 2021 | $344,000 | -61.0% | 4,167 | -63.0% | 0.02% | -64.6% |
| Q2 2021 | $881,000 | +2.6% | 11,267 | +0.1% | 0.05% | -5.9% |
| Q1 2021 | $859,000 | +10.1% | 11,254 | +0.1% | 0.05% | -3.8% |
| Q4 2020 | $780,000 | +8.8% | 11,246 | -2.0% | 0.05% | +39.5% |
| Q3 2020 | $717,000 | -2.6% | 11,470 | -2.9% | 0.04% | -40.6% |
| Q2 2020 | $736,000 | +9.5% | 11,815 | -0.5% | 0.06% | -46.7% |
| Q1 2020 | $672,000 | -27.6% | 11,874 | -1.7% | 0.12% | -25.5% |
| Q4 2019 | $928,000 | +1.0% | 12,080 | -2.1% | 0.16% | -18.7% |
| Q3 2019 | $919,000 | +3.3% | 12,345 | +0.9% | 0.20% | -4.8% |
| Q2 2019 | $890,000 | +0.5% | 12,232 | +0.0% | 0.21% | -1.0% |
| Q1 2019 | $886,000 | +11.0% | 12,229 | -0.2% | 0.21% | -1.9% |
| Q4 2018 | $798,000 | -13.3% | 12,254 | -3.8% | 0.21% | 0.0% |
| Q3 2018 | $920,000 | -1.4% | 12,744 | -4.4% | 0.21% | -17.7% |
| Q2 2018 | $933,000 | -15.3% | 13,334 | -17.5% | 0.26% | -20.5% |
| Q1 2018 | $1,101,000 | -20.3% | 16,170 | -14.7% | 0.33% | -21.4% |
| Q4 2017 | $1,381,000 | +41.6% | 18,963 | +35.9% | 0.42% | +29.6% |
| Q3 2017 | $975,000 | -4.8% | 13,951 | -6.9% | 0.32% | -23.4% |
| Q2 2017 | $1,024,000 | -35.4% | 14,979 | -35.5% | 0.42% | -39.0% |
| Q1 2017 | $1,584,000 | -2.2% | 23,234 | -3.4% | 0.69% | +0.1% |
| Q4 2016 | $1,619,000 | +4.6% | 24,060 | +0.1% | 0.69% | +0.1% |
| Q3 2016 | $1,548,000 | -12.5% | 24,045 | -9.3% | 0.68% | -14.2% |
| Q2 2016 | $1,770,000 | +28.9% | 26,525 | +22.3% | 0.80% | +23.3% |
| Q1 2016 | $1,373,000 | +10.9% | 21,693 | -0.5% | 0.65% | +5.2% |
| Q4 2015 | $1,238,000 | -7.2% | 21,802 | -9.2% | 0.62% | -5.7% |
| Q3 2015 | $1,334,000 | -23.2% | 24,010 | -14.1% | 0.65% | -10.6% |
| Q1 2015 | $1,738,000 | +6.6% | 27,950 | +5.5% | 0.73% | +1.0% |
| Q4 2014 | $1,631,000 | +4.5% | 26,481 | +0.6% | 0.72% | +4.8% |
| Q3 2014 | $1,561,000 | +1.1% | 26,319 | +1.3% | 0.69% | +4.9% |
| Q2 2014 | $1,544,000 | +5.5% | 25,974 | +1.4% | 0.66% | +7.4% |
| Q1 2014 | $1,463,000 | +3.5% | 25,618 | -0.7% | 0.61% | -4.5% |
| Q4 2013 | $1,414,000 | -1.1% | 25,805 | -1.4% | 0.64% | -4.3% |
| Q3 2013 | $1,430,000 | +2.4% | 26,172 | -0.4% | 0.67% | -3.3% |
| Q2 2013 | $1,397,000 | +1.2% | 26,274 | +1.1% | 0.69% | +18.9% |
| Q1 2013 | $1,380,000 | – | 25,979 | – | 0.58% | – |
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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% |