WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 152 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $248,458 | -10.6% | 2,887 | -21.3% | 0.27% | -21.8% |
| Q3 2022 | $278,000 | -11.5% | 3,670 | -3.8% | 0.34% | +41.1% |
| Q2 2022 | $314,000 | -14.7% | 3,815 | -8.8% | 0.24% | +9.5% |
| Q1 2022 | $368,000 | +4.5% | 4,184 | -1.9% | 0.22% | +48.6% |
| Q4 2021 | $352,000 | -78.1% | 4,265 | -79.6% | 0.15% | -77.4% |
| Q3 2021 | $1,606,000 | +2.8% | 20,868 | +4.4% | 0.66% | -0.2% |
| Q2 2021 | $1,563,000 | +2.5% | 19,990 | +0.0% | 0.66% | -4.4% |
| Q1 2021 | $1,525,000 | +7.2% | 19,989 | -2.5% | 0.69% | -6.1% |
| Q4 2020 | $1,422,000 | -6.9% | 20,510 | -16.1% | 0.73% | -16.3% |
| Q3 2020 | $1,527,000 | -8.7% | 24,448 | -9.0% | 0.88% | -11.7% |
| Q2 2020 | $1,673,000 | +71.8% | 26,863 | +56.0% | 0.99% | -23.5% |
| Q1 2020 | $974,000 | -64.2% | 17,216 | -51.4% | 1.30% | -10.2% |
| Q4 2019 | $2,719,000 | +34.6% | 35,399 | +28.9% | 1.44% | +42.4% |
| Q3 2019 | $2,020,000 | +10.0% | 27,472 | +9.2% | 1.01% | -3.1% |
| Q2 2019 | $1,837,000 | +6.6% | 25,167 | +6.7% | 1.05% | +4.5% |
| Q1 2019 | $1,724,000 | +10.7% | 23,577 | +4.1% | 1.00% | -30.3% |
| Q4 2018 | $1,558,000 | – | 22,647 | – | 1.44% | – |
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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% |