WISDOMTREE TR's ticker is DHS and the CUSIP is 97717W208. A total of 155 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,453,500 | -2.8% | 95,484 | -1.0% | 0.69% | -1.9% |
| Q2 2023 | $7,672,065 | -5.8% | 96,419 | -2.6% | 0.70% | -13.3% |
| Q1 2023 | $8,142,970 | -1.6% | 98,979 | +2.9% | 0.81% | -9.4% |
| Q4 2022 | $8,277,902 | +9.7% | 96,188 | -3.3% | 0.89% | +0.5% |
| Q3 2022 | $7,544,000 | -8.3% | 99,518 | -0.4% | 0.89% | -2.1% |
| Q2 2022 | $8,225,000 | -5.5% | 99,954 | +1.1% | 0.90% | +7.0% |
| Q1 2022 | $8,708,000 | +4.7% | 98,850 | -1.9% | 0.85% | +14.3% |
| Q4 2021 | $8,315,000 | -3.3% | 100,737 | -8.9% | 0.74% | -16.2% |
| Q3 2021 | $8,601,000 | -9.8% | 110,522 | -9.3% | 0.88% | -11.0% |
| Q2 2021 | $9,536,000 | -1.3% | 121,913 | -3.7% | 0.99% | -30.5% |
| Q1 2021 | $9,661,000 | +8.8% | 126,624 | -1.1% | 1.43% | +1.0% |
| Q4 2020 | $8,879,000 | +11.0% | 128,013 | -0.0% | 1.41% | -2.3% |
| Q3 2020 | $8,002,000 | -5.8% | 128,059 | -6.1% | 1.45% | -14.1% |
| Q2 2020 | $8,495,000 | +18.5% | 136,376 | +7.6% | 1.68% | -1.6% |
| Q1 2020 | $7,171,000 | -28.0% | 126,689 | -2.3% | 1.71% | -12.7% |
| Q4 2019 | $9,965,000 | +2.9% | 129,737 | -0.2% | 1.96% | -1.6% |
| Q3 2019 | $9,684,000 | -1.4% | 130,027 | -3.7% | 1.99% | +0.2% |
| Q2 2019 | $9,826,000 | -0.2% | 135,031 | -0.7% | 1.98% | -2.4% |
| Q1 2019 | $9,850,000 | +9.1% | 135,917 | -1.9% | 2.03% | -1.4% |
| Q4 2018 | $9,026,000 | -12.2% | 138,612 | -2.7% | 2.06% | -1.3% |
| Q3 2018 | $10,280,000 | -7.9% | 142,457 | -10.8% | 2.09% | -5.6% |
| Q2 2018 | $11,165,000 | -0.2% | 159,639 | -2.8% | 2.21% | -3.8% |
| Q1 2018 | $11,182,000 | -12.9% | 164,156 | -6.9% | 2.30% | -11.6% |
| Q4 2017 | $12,838,000 | +2.6% | 176,256 | -1.5% | 2.60% | -2.7% |
| Q3 2017 | $12,514,000 | -0.5% | 178,999 | -2.7% | 2.68% | -7.5% |
| Q2 2017 | $12,574,000 | +2.8% | 183,969 | +3.0% | 2.89% | -4.1% |
| Q1 2017 | $12,226,000 | +1.7% | 178,550 | -0.0% | 3.02% | -9.7% |
| Q4 2016 | $12,020,000 | -0.3% | 178,606 | -1.5% | 3.34% | -2.6% |
| Q3 2016 | $12,057,000 | +0.2% | 181,371 | +0.6% | 3.43% | -5.6% |
| Q2 2016 | $12,031,000 | +11.9% | 180,326 | +6.2% | 3.64% | -1.1% |
| Q1 2016 | $10,747,000 | +2.2% | 169,825 | -4.6% | 3.68% | -4.1% |
| Q4 2015 | $10,515,000 | +5.4% | 177,948 | -0.8% | 3.83% | +2.5% |
| Q3 2015 | $9,975,000 | -20.3% | 179,469 | -14.7% | 3.74% | -14.2% |
| Q2 2015 | $12,508,000 | +1.1% | 210,318 | +3.1% | 4.36% | -1.5% |
| Q1 2015 | $12,373,000 | -5.1% | 203,931 | -3.7% | 4.43% | -8.0% |
| Q4 2014 | $13,036,000 | +43.3% | 211,699 | +38.0% | 4.81% | +29.9% |
| Q3 2014 | $9,095,000 | -0.2% | 153,376 | -0.0% | 3.70% | +5.0% |
| Q2 2014 | $9,115,000 | +8.9% | 153,445 | +3.7% | 3.53% | -4.0% |
| Q1 2014 | $8,372,000 | +15.1% | 147,984 | +12.1% | 3.68% | +13.4% |
| Q4 2013 | $7,274,000 | – | 131,979 | – | 3.24% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| WJ Wealth Management, LLC | 145,197 | $12,495,524 | 7.25% |
| DHK Financial Advisors, Inc. | 38,505 | $3,313,714 | 4.61% |
| Ledge Wealth Management, Inc. | 71,148 | $6,123,000 | 2.79% |
| Pacific Wealth Management | 44,120 | $3,796,940 | 2.79% |
| New Legacy Group, LLC | 10,000 | $860,600 | 2.68% |
| Fulcrum Equity Management | 32,555 | $2,801,689 | 2.30% |
| Linscomb & Williams, Inc. | 480,374 | $41,340,948 | 2.10% |
| One Capital Management, LLC | 327,311 | $28,168,400 | 1.50% |
| PBMares Wealth Management LLC | 37,526 | $3,229,500 | 1.31% |
| ShoreHaven Wealth Partners, LLC | 20,119 | $1,731,465 | 1.22% |