WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 142 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $647 | -2.0% | 8,294 | 0.0% | 0.10% | 0.0% |
Q2 2023 | $660 | -3.2% | 8,294 | 0.0% | 0.10% | -11.6% |
Q1 2023 | $682 | -4.5% | 8,294 | 0.0% | 0.11% | -9.7% |
Q4 2022 | $714 | -99.9% | 8,294 | 0.0% | 0.12% | +1.6% |
Q3 2022 | $629,000 | -7.9% | 8,294 | 0.0% | 0.12% | -4.7% |
Q2 2022 | $683,000 | -5.3% | 8,294 | +1.4% | 0.13% | +6.7% |
Q1 2022 | $721,000 | +6.8% | 8,180 | 0.0% | 0.12% | +10.1% |
Q4 2021 | $675,000 | +7.1% | 8,180 | 0.0% | 0.11% | -2.7% |
Q3 2021 | $630,000 | -2.6% | 8,180 | -1.0% | 0.11% | -3.4% |
Q2 2021 | $647,000 | +2.5% | 8,266 | 0.0% | 0.12% | 0.0% |
Q1 2021 | $631,000 | +20.4% | 8,266 | +9.4% | 0.12% | 0.0% |
Q4 2020 | $524,000 | +11.0% | 7,559 | 0.0% | 0.12% | -1.7% |
Q3 2020 | $472,000 | -3.7% | 7,559 | -3.8% | 0.12% | -8.5% |
Q2 2020 | $490,000 | +10.1% | 7,859 | 0.0% | 0.13% | -7.9% |
Q1 2020 | $445,000 | -26.3% | 7,859 | 0.0% | 0.14% | -9.1% |
Q4 2019 | $604,000 | +5.8% | 7,859 | +2.6% | 0.15% | -2.5% |
Q3 2019 | $571,000 | +15.8% | 7,661 | +13.1% | 0.16% | +13.7% |
Q2 2019 | $493,000 | -37.2% | 6,774 | -37.5% | 0.14% | -34.4% |
Q1 2019 | $785,000 | +9.0% | 10,832 | -2.1% | 0.21% | 0.0% |
Q4 2018 | $720,000 | -1.8% | 11,061 | +8.9% | 0.21% | +2.4% |
Q3 2018 | $733,000 | +5.3% | 10,161 | +2.1% | 0.21% | -4.6% |
Q2 2018 | $696,000 | +2.7% | 9,955 | 0.0% | 0.22% | -0.9% |
Q1 2018 | $678,000 | -6.5% | 9,955 | 0.0% | 0.22% | -8.4% |
Q4 2017 | $725,000 | +0.8% | 9,955 | -3.2% | 0.24% | -5.2% |
Q3 2017 | $719,000 | +0.8% | 10,289 | -1.4% | 0.25% | -3.8% |
Q2 2017 | $713,000 | -0.3% | 10,436 | 0.0% | 0.26% | -4.7% |
Q1 2017 | $715,000 | +1.9% | 10,436 | 0.0% | 0.28% | -5.2% |
Q4 2016 | $702,000 | +4.9% | 10,436 | +3.6% | 0.29% | -1.4% |
Q3 2016 | $669,000 | +17.0% | 10,069 | +17.5% | 0.29% | +9.3% |
Q2 2016 | $572,000 | +12.6% | 8,573 | +6.8% | 0.27% | +6.3% |
Q1 2016 | $508,000 | +7.2% | 8,030 | 0.0% | 0.25% | +2.4% |
Q4 2015 | $474,000 | -1.7% | 8,030 | -7.5% | 0.25% | -7.1% |
Q3 2015 | $482,000 | +4.3% | 8,679 | +11.8% | 0.27% | +11.3% |
Q2 2015 | $462,000 | +37.9% | 7,763 | +40.4% | 0.24% | +37.4% |
Q1 2015 | $335,000 | – | 5,529 | – | 0.17% | – |
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% |