WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 193 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,302,119 | +53.2% | 16,681 | +56.2% | 0.00% | – |
| Q2 2023 | $849,887 | -72.3% | 10,681 | -71.4% | 0.00% | -100.0% |
| Q1 2023 | $3,068,013 | -53.8% | 37,292 | -53.8% | 0.00% | -66.7% |
| Q2 2022 | $6,641,000 | +1313.0% | 80,702 | +1222.5% | 0.00% | – |
| Q3 2021 | $470,000 | -59.1% | 6,102 | -58.5% | 0.00% | – |
| Q2 2021 | $1,150,000 | -52.2% | 14,704 | -53.4% | 0.00% | -100.0% |
| Q1 2021 | $2,405,000 | +30.8% | 31,520 | +18.9% | 0.00% | 0.0% |
| Q4 2020 | $1,839,000 | +101.0% | 26,514 | +81.1% | 0.00% | 0.0% |
| Q3 2020 | $915,000 | +314.0% | 14,644 | +313.2% | 0.00% | – |
| Q2 2020 | $221,000 | -90.8% | 3,544 | -91.6% | 0.00% | -100.0% |
| Q1 2020 | $2,395,000 | +122.8% | 42,306 | +202.3% | 0.00% | +100.0% |
| Q4 2019 | $1,075,000 | -7.6% | 13,996 | -10.4% | 0.00% | -50.0% |
| Q3 2019 | $1,163,000 | -16.3% | 15,621 | -18.8% | 0.00% | -33.3% |
| Q3 2018 | $1,389,000 | -54.8% | 19,246 | -56.2% | 0.00% | -57.1% |
| Q2 2018 | $3,075,000 | -85.5% | 43,969 | -85.9% | 0.01% | -87.3% |
| Q1 2018 | $21,193,000 | +439.9% | 311,116 | +477.4% | 0.06% | +400.0% |
| Q4 2017 | $3,925,000 | +157.5% | 53,886 | +147.2% | 0.01% | +120.0% |
| Q3 2017 | $1,524,000 | -40.9% | 21,798 | -42.2% | 0.01% | -44.4% |
| Q2 2017 | $2,578,000 | +293.0% | 37,712 | +293.7% | 0.01% | +200.0% |
| Q1 2017 | $656,000 | -74.9% | 9,579 | -75.3% | 0.00% | -72.7% |
| Q4 2016 | $2,615,000 | -67.3% | 38,856 | -67.7% | 0.01% | -71.1% |
| Q3 2016 | $7,998,000 | +130.1% | 120,309 | +131.0% | 0.04% | +123.5% |
| Q2 2016 | $3,476,000 | +151.2% | 52,091 | +138.1% | 0.02% | +112.5% |
| Q1 2016 | $1,384,000 | -49.0% | 21,878 | -55.2% | 0.01% | -52.9% |
| Q3 2015 | $2,713,000 | +0.9% | 48,821 | +8.0% | 0.02% | 0.0% |
| Q2 2015 | $2,689,000 | -28.2% | 45,209 | -26.7% | 0.02% | -41.4% |
| Q1 2015 | $3,743,000 | +162.7% | 61,693 | +166.5% | 0.03% | +163.6% |
| Q4 2014 | $1,425,000 | -48.9% | 23,147 | -50.7% | 0.01% | -68.6% |
| Q2 2014 | $2,787,000 | – | 46,914 | – | 0.04% | – |
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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% |