WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 149 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $327,696 | +33.3% | 4,198 | +46.9% | 0.07% | +23.7% |
| Q2 2023 | $245,874 | 0.0% | 2,857 | 0.0% | 0.06% | -1.7% |
| Q1 2023 | $245,874 | +0.0% | 2,857 | 0.0% | 0.06% | +1.7% |
| Q4 2022 | $245,873 | +6.4% | 2,857 | -0.3% | 0.06% | -1.7% |
| Q3 2022 | $231,000 | -5.3% | 2,867 | -3.9% | 0.06% | -1.6% |
| Q2 2022 | $244,000 | -28.9% | 2,983 | -23.4% | 0.06% | -22.8% |
| Q1 2022 | $343,000 | -59.5% | 3,893 | -62.1% | 0.08% | -60.9% |
| Q4 2021 | $847,000 | +297.7% | 10,259 | +270.5% | 0.20% | +260.7% |
| Q3 2021 | $213,000 | -1.8% | 2,769 | 0.0% | 0.06% | -1.8% |
| Q2 2021 | $217,000 | +2.8% | 2,769 | 0.0% | 0.06% | -6.6% |
| Q1 2021 | $211,000 | -14.6% | 2,769 | -22.2% | 0.06% | -21.8% |
| Q4 2020 | $247,000 | -53.4% | 3,559 | -58.1% | 0.08% | -24.3% |
| Q3 2020 | $530,000 | -11.5% | 8,487 | -11.8% | 0.10% | -54.4% |
| Q2 2020 | $599,000 | +1.0% | 9,619 | -8.1% | 0.23% | -21.3% |
| Q1 2020 | $593,000 | -14.6% | 10,470 | +15.9% | 0.29% | +2.1% |
| Q4 2019 | $694,000 | +53.2% | 9,030 | +48.5% | 0.28% | +81.3% |
| Q3 2019 | $453,000 | +2920.0% | 6,080 | +2865.9% | 0.16% | +2483.3% |
| Q2 2019 | $15,000 | – | 205 | – | 0.01% | – |
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% |