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 2021 | $22,000 | -15.4% | 262 | -21.1% | 0.00% | -50.0% |
| Q3 2021 | $26,000 | 0.0% | 332 | +0.9% | 0.00% | 0.0% |
| Q2 2021 | $26,000 | +4.0% | 329 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | +13.6% | 327 | +2.2% | 0.00% | 0.0% |
| Q4 2020 | $22,000 | +10.0% | 320 | +0.9% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | -31.0% | 317 | -38.7% | 0.00% | -50.0% |
| Q1 2020 | $29,000 | -21.6% | 517 | +7.5% | 0.00% | 0.0% |
| Q4 2019 | $37,000 | +2.8% | 481 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $36,000 | +2.9% | 481 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $35,000 | -86.4% | 481 | -86.4% | 0.00% | -93.8% |
| Q1 2019 | $257,000 | +16.8% | 3,549 | +4.9% | 0.06% | +41.3% |
| Q4 2018 | $220,000 | -20.0% | 3,382 | -11.3% | 0.05% | -64.1% |
| Q3 2018 | $275,000 | +3.8% | 3,812 | +0.6% | 0.13% | +25.5% |
| Q2 2018 | $265,000 | +0.4% | 3,791 | -2.4% | 0.10% | +82.1% |
| Q1 2018 | $264,000 | -5.7% | 3,883 | +1.1% | 0.06% | -53.3% |
| Q4 2017 | $280,000 | +3.3% | 3,840 | +0.4% | 0.12% | +60.0% |
| Q3 2017 | $271,000 | -98.9% | 3,826 | +965.7% | 0.08% | +1150.0% |
| Q2 2017 | $25,000,000 | +4.2% | 359 | 0.0% | 0.01% | -14.3% |
| Q1 2017 | $24,000,000 | -91.1% | 359 | -91.0% | 0.01% | -85.1% |
| Q4 2016 | $269,000,000 | +101027.8% | 3,997 | -0.2% | 0.05% | -2.1% |
| Q3 2016 | $266,000 | +885.2% | 4,004 | +886.2% | 0.05% | +433.3% |
| Q2 2016 | $27,000 | -46.0% | 406 | -49.6% | 0.01% | -50.0% |
| Q1 2016 | $50,000 | +6.4% | 805 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $47,000 | +6.8% | 805 | +0.1% | 0.02% | +12.5% |
| Q3 2015 | $44,000 | +25.7% | 804 | +33.3% | 0.02% | +33.3% |
| Q2 2015 | $35,000 | -2.8% | 603 | +0.2% | 0.01% | 0.0% |
| Q1 2015 | $36,000 | +16.1% | 602 | +20.2% | 0.01% | +20.0% |
| Q4 2014 | $31,000 | -86.8% | 501 | -87.3% | 0.01% | -78.7% |
| Q3 2014 | $234,000 | – | 3,944 | – | 0.05% | – |
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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% |