UBS Group AG - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 171 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
UBS Group AG ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$8,147,513
-6.9%
104,375
-5.1%
0.00%0.0%
Q2 2023$8,750,790
-7.9%
109,976
-4.8%
0.00%0.0%
Q1 2023$9,503,830
-9.3%
115,520
-5.1%
0.00%
-25.0%
Q4 2022$10,479,354
+16.0%
121,768
+2.2%
0.00%0.0%
Q3 2022$9,032,000
-27.4%
119,145
-21.1%
0.00%
-20.0%
Q2 2022$12,434,000
+13.7%
151,102
+21.7%
0.01%
+25.0%
Q1 2022$10,934,000
+12.3%
124,126
+5.2%
0.00%
+33.3%
Q4 2021$9,740,000
+7.6%
118,005
+0.4%
0.00%0.0%
Q3 2021$9,049,000
-1.9%
117,550
-0.3%
0.00%0.0%
Q2 2021$9,221,000
-6.5%
117,887
-8.8%
0.00%0.0%
Q1 2021$9,860,000
+14.9%
129,227
+4.4%
0.00%0.0%
Q4 2020$8,584,000
+4.6%
123,767
-5.8%
0.00%0.0%
Q3 2020$8,208,000
-9.5%
131,351
-9.7%
0.00%
-25.0%
Q2 2020$9,066,000
+5.0%
145,539
-4.6%
0.00%0.0%
Q1 2020$8,633,000
-24.5%
152,522
+2.5%
0.00%0.0%
Q4 2019$11,429,000
+3.8%
148,790
+0.7%
0.00%0.0%
Q3 2019$11,009,000
-0.6%
147,815
-2.9%
0.00%0.0%
Q2 2019$11,078,000
-3.5%
152,238
-3.9%
0.00%
-20.0%
Q1 2019$11,477,000
-6.4%
158,368
-15.9%
0.01%
-16.7%
Q4 2018$12,264,000
-11.4%
188,327
-1.9%
0.01%
+20.0%
Q3 2018$13,848,000
+16.1%
191,913
+12.6%
0.01%0.0%
Q2 2018$11,924,000
+5.9%
170,496
+3.1%
0.01%0.0%
Q1 2018$11,260,000
-16.4%
165,296
-10.6%
0.01%
-16.7%
Q4 2017$13,467,000
+10.0%
184,880
+5.6%
0.01%0.0%
Q3 2017$12,242,000
+1.3%
175,104
-1.0%
0.01%0.0%
Q2 2017$12,086,000
+1.1%
176,827
+1.3%
0.01%
-14.3%
Q1 2017$11,953,000
+7.6%
174,571
+5.8%
0.01%
+16.7%
Q4 2016$11,107,000
+3.2%
165,042
+1.9%
0.01%0.0%
Q3 2016$10,764,000
+13.4%
161,914
+13.8%
0.01%0.0%
Q2 2016$9,493,000
-18.9%
142,288
-23.1%
0.01%
-25.0%
Q1 2016$11,704,000
+83.1%
184,950
+71.0%
0.01%
+100.0%
Q4 2015$6,392,000
+9.5%
108,180
+3.0%
0.00%0.0%
Q3 2015$5,837,000
-25.4%
105,021
-20.2%
0.00%
-20.0%
Q2 2015$7,824,000
-56.9%
131,561
-56.0%
0.01%
-61.5%
Q1 2015$18,151,000
+3.6%
299,181
+5.1%
0.01%
+8.3%
Q4 2014$17,521,000284,5290.01%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Clearwater Capital Advisors, LLC 324,234$24,960,0002.89%
Linscomb & Williams, Inc. 421,386$32,438,0001.67%
PBMares Wealth Management LLC 37,727$2,904,0001.38%
ShoreHaven Wealth Partners, LLC 25,485$1,961,0001.02%
FUKOKU MUTUAL LIFE INSURANCE Co 150,000$11,547,0000.90%
Evanson Asset Management, LLC 110,522$8,601,0000.88%
Harvest Investment Services, LLC 20,868$1,606,0000.66%
CADENCE BANK NA 20,683$1,592,0000.47%
PSI Advisors, LLC 9,610$740,0000.34%
LVM CAPITAL MANAGEMENT LTD/MI 27,292$2,101,0000.32%
View complete list of WISDOMTREE TR shareholders