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 | $1,241,856 | -1.3% | 15,909 | +0.6% | 0.06% | -9.2% |
| Q2 2023 | $1,258,808 | -0.5% | 15,820 | +2.8% | 0.06% | -12.2% |
| Q1 2023 | $1,265,586 | -8.6% | 15,383 | -4.4% | 0.07% | -22.1% |
| Q4 2022 | $1,384,188 | -3.9% | 16,084 | -15.3% | 0.10% | -13.6% |
| Q3 2022 | $1,440,000 | -6.6% | 18,993 | +1.4% | 0.11% | -6.8% |
| Q2 2022 | $1,542,000 | -9.3% | 18,740 | -2.9% | 0.12% | 0.0% |
| Q1 2022 | $1,701,000 | +6.4% | 19,304 | -0.4% | 0.12% | +3.5% |
| Q4 2021 | $1,599,000 | +8.9% | 19,374 | +1.6% | 0.11% | +2.7% |
| Q3 2021 | $1,468,000 | -0.8% | 19,068 | +0.8% | 0.11% | -5.1% |
| Q2 2021 | $1,480,000 | +1.2% | 18,924 | -1.3% | 0.12% | -14.0% |
| Q1 2021 | $1,463,000 | +9.9% | 19,175 | -0.1% | 0.14% | +8.8% |
| Q4 2020 | $1,331,000 | -10.7% | 19,190 | -19.5% | 0.12% | -26.0% |
| Q3 2020 | $1,490,000 | +0.3% | 23,838 | -0.1% | 0.17% | -15.9% |
| Q2 2020 | $1,486,000 | -23.4% | 23,852 | -30.4% | 0.20% | -43.2% |
| Q1 2020 | $1,939,000 | +28.6% | 34,264 | +74.6% | 0.35% | +71.8% |
| Q4 2019 | $1,508,000 | +87.6% | 19,627 | +81.7% | 0.21% | +64.8% |
| Q3 2019 | $804,000 | +47.5% | 10,802 | +44.3% | 0.12% | +42.0% |
| Q2 2019 | $545,000 | +34.6% | 7,486 | +34.0% | 0.09% | +15.8% |
| Q1 2019 | $405,000 | +11.3% | 5,586 | +5.7% | 0.08% | -1.3% |
| Q4 2018 | $364,000 | -7.8% | 5,286 | -3.5% | 0.08% | -6.1% |
| Q3 2018 | $395,000 | +5.9% | 5,476 | +2.8% | 0.08% | -3.5% |
| Q2 2018 | $373,000 | +33.2% | 5,326 | +29.6% | 0.08% | +18.1% |
| Q1 2018 | $280,000 | – | 4,111 | – | 0.07% | – |
Download | ||||||
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% |