WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 146 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $6,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q4 2018 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | +50.0% |
| Q3 2018 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | -33.3% |
| Q2 2018 | $8,000 | -99.9% | 100 | 0.0% | 0.00% | +50.0% |
| Q1 2018 | $6,812,000 | -6.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,284,000 | +4.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $6,992,000 | +2.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $6,835,000 | -0.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $6,848,000 | +1.8% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $6,730,000 | -49.4% | 100 | -97.6% | 0.00% | 0.0% |
| Q3 2016 | $13,296,000 | +99.3% | 4,200 | +4100.0% | 0.00% | 0.0% |
| Q2 2016 | $6,672,000 | +5.4% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $6,328,000 | +7.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $5,910,000 | +6.3% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $5,558,000 | -63.4% | 100 | -60.0% | 0.00% | -50.0% |
| Q1 2015 | $15,168,000 | -1.5% | 250 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $15,396,000 | +3.8% | 250 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $14,826,000 | – | 250 | – | 0.00% | – |
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% |