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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $342,431 | +0.7% | 4,386 | +2.6% | 0.02% | +4.5% |
| Q2 2023 | $340,143 | +1.8% | 4,274 | +5.2% | 0.02% | -4.3% |
| Q1 2023 | $334,162 | +111.5% | 4,061 | +121.3% | 0.02% | +91.7% |
| Q4 2022 | $157,986 | +13.7% | 1,835 | 0.0% | 0.01% | +9.1% |
| Q3 2022 | $139,000 | -7.9% | 1,835 | 0.0% | 0.01% | -26.7% |
| Q2 2022 | $151,000 | -6.2% | 1,835 | 0.0% | 0.02% | +7.1% |
| Q1 2022 | $161,000 | +6.6% | 1,835 | 0.0% | 0.01% | +16.7% |
| Q4 2021 | $151,000 | +7.1% | 1,835 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $141,000 | -1.4% | 1,835 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $143,000 | +2.1% | 1,835 | -0.1% | 0.01% | -6.7% |
| Q1 2021 | $140,000 | +10.2% | 1,836 | +0.1% | 0.02% | -6.2% |
| Q4 2020 | $127,000 | +11.4% | 1,835 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $114,000 | 0.0% | 1,835 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $114,000 | +10.7% | 1,835 | 0.0% | 0.02% | -10.0% |
| Q1 2020 | $103,000 | +296.2% | 1,835 | +389.3% | 0.02% | +233.3% |
| Q1 2018 | $26,000 | – | 375 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ledge Wealth Management, Inc. | 103,396 | $9,108,000 | 5.66% |
| WJ Wealth Management, LLC | 83,645 | $7,366,000 | 4.90% |
| Clearwater Capital Advisors, LLC | 322,612 | $28,419,000 | 3.26% |
| DHK Financial Advisors, Inc. | 37,307 | $3,286,000 | 2.77% |
| Transparent Wealth Partners LLC | 37,307 | $3,286,000 | 2.77% |
| PBMares Wealth Management LLC | 37,554 | $3,308,000 | 2.04% |
| Linscomb & Williams, Inc. | 431,376 | $38,000,000 | 1.82% |
| ShoreHaven Wealth Partners, LLC | 33,857 | $2,982,000 | 1.57% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 150,000 | $13,214,000 | 1.00% |
| Evanson Asset Management, LLC | 98,850 | $8,708,000 | 0.85% |